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iShares S&P Moderate Allocation Fund ETF shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $108k 2.5k 42.78
2023-12-31 $177k 4.3k 41.51
2023-09-30 $205k 5.3k 38.94
2023-06-30 $452k 11k 40.41
2023-03-31 $445k 11k 39.86
2022-12-31 $463k 12k 38.01
2022-09-30 $446k 12k 36.53
2022-06-30 $609k 16k 38.96
2022-03-31 $705k 16k 42.97
2021-12-31 $935k 21k 45.45
2021-09-30 $350k 7.8k 44.67
2021-06-30 $352k 7.8k 45.02
2021-03-31 $340k 7.8k 43.48
2020-12-31 $337k 7.8k 43.16
2020-09-30 $354k 8.6k 40.95
2020-06-30 $497k 13k 39.86
2020-03-31 $173k 4.7k 36.68
2019-12-31 $188k 4.7k 40.11
2019-09-30 $187k 4.8k 39.22
2019-06-30 $298k 7.6k 39.01
2019-03-31 $289k 7.6k 37.96
2018-12-31 $269k 7.6k 35.55
2018-09-30 $318k 8.4k 37.88
2018-06-30 $312k 8.3k 37.57
2018-03-31 $286k 7.6k 37.71
2017-12-31 $386k 10k 38.07
2017-09-30 $373k 9.8k 38.01
2017-06-30 $364k 9.8k 37.27
2017-03-31 $354k 9.7k 36.34
2016-12-31 $363k 10k 35.19
2016-09-30 $280k 7.8k 36.06
2016-06-30 $22k 619 35.54

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

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