JFS Wealth Advisors »

iShares S&P Moderate Allocation Fund ETF shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors 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 JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $243k 5.7k 42.78
2023-12-31 $269k 6.5k 41.51
2023-09-30 $251k 6.4k 38.93
2023-06-30 $265k 6.6k 40.41
2023-03-31 $257k 6.4k 39.86
2022-12-31 $197k 5.2k 38.01
2022-09-30 $185k 5.1k 36.61
2022-06-30 $197k 5.1k 38.99
2022-03-31 $217k 5.1k 42.94
2021-12-31 $51k 1.1k 45.58
2021-09-30 $50k 1.1k 44.68
2021-06-30 $50k 1.1k 44.68
2021-03-31 $54k 1.2k 43.83
2020-12-31 $53k 1.2k 43.02
2020-09-30 $51k 1.2k 41.40
2020-06-30 $49k 1.2k 39.77
2020-03-31 $45k 1.2k 36.53
2019-12-31 $49k 1.2k 39.77
2019-09-30 $48k 1.2k 38.96
2019-06-30 $48k 1.2k 38.96
2019-03-31 $27k 712 37.92
2018-12-31 $24k 682 35.19
2018-09-30 $28k 736 38.04
2018-06-30 $122k 3.3k 37.50
2018-03-31 $28k 736 38.04
2017-12-31 $56k 1.5k 38.04
2017-09-30 $28k 733 38.20
2017-06-30 $27k 728 37.09

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

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