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iShares S&P Moderate Allocation Fund ETF shares owned by Investment Partners

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Investment Partners from 13F filings

Historical chart of Investment Partners investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $394k 9.2k 42.78
2023-12-31 $368k 8.9k 41.51
2023-09-30 $268k 6.9k 38.93

More positions owned by Investment Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Eli Lilly & Co. (LLY)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Eafe Etf (EFA)
JPMorgan Chase & Co. (JPM)

View all positions for Investment Partners

Top funds holding iShares S&P Moderate Allocation Fund ETF

Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Kavar Capital Partners Group
Weitzel Financial Services
Bank of America Corporation
AE Wealth Management
Cambridge Investment Research Advisors
Weaver Consulting Group
AlTi Global
Focus Financial Network
Commonwealth Equity Services
Investment Advisory Group
Sontag Advisory

View all funds holding iShares S&P Moderate Allocation Fund ETF