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iShares S&P Moderate Allocation Fund ETF shares owned by Northwest Wealth Management

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

Historical chart of Northwest 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 Northwest 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 Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $500k 12k 41.51
2023-09-30 $468k 12k 38.93
2023-06-30 $488k 12k 40.41
2023-03-31 $475k 12k 39.86
2022-12-31 $572k 15k 38.01
2022-09-30 $581k 16k 36.64
2022-06-30 $665k 17k 38.97
2022-03-31 $724k 17k 42.99
2021-12-31 $811k 18k 45.48
2021-09-30 $765k 17k 44.76
2021-06-30 $791k 18k 45.03
2021-03-31 $776k 18k 43.55
2020-12-31 $757k 18k 43.18
2020-09-30 $726k 18k 41.05
2020-06-30 $639k 16k 39.85
2020-03-31 $667k 18k 36.75
2019-12-31 $849k 21k 40.14
2019-09-30 $623k 16k 39.27
2019-06-30 $611k 16k 39.04
2019-03-31 $677k 18k 38.06
2018-12-31 $554k 16k 35.66
2018-09-30 $602k 16k 37.86
2018-06-30 $939k 25k 37.54
2018-03-31 $951k 25k 37.76
2017-12-31 $656k 17k 38.01
2017-09-30 $623k 16k 37.99
2017-06-30 $778k 21k 37.29
2017-03-31 $780k 22k 36.35
2016-12-31 $735k 21k 35.21

More positions owned by Northwest Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Northwest 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