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

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

Historical chart of Life Planning 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 Life Planning 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 Life Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $30k 720 41.51
2022-09-30 $38k 1.0k 36.61
2022-06-30 $39k 1.0k 37.62
2022-03-31 $46k 1.0k 43.89
2021-12-31 $49k 1.0k 47.02

More positions owned by Life Planning Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)

View all positions for Life Planning 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