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iShares S&P Moderate Allocation Fund ETF shares owned by O'Dell Group

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by O'Dell Group from 13F filings

Historical chart of O'Dell Group 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 O'Dell Group 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 O'Dell Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $251k 6.0k 41.51
2023-09-30 $256k 6.6k 38.93
2023-06-30 $269k 6.7k 40.41
2023-03-31 $265k 6.6k 39.86
2022-12-31 $252k 6.6k 38.01
2022-09-30 $242k 6.6k 36.60
2022-06-30 $256k 6.6k 38.89
2022-03-31 $282k 6.6k 42.93
2021-12-31 $301k 6.6k 45.51
2021-09-30 $294k 6.6k 44.71
2021-06-30 $295k 6.6k 44.98
2021-03-31 $285k 6.5k 43.54
2020-12-31 $297k 6.9k 43.23
2019-12-31 $269k 6.7k 40.17
2019-09-30 $262k 6.7k 39.25
2019-06-30 $259k 6.6k 39.01
2019-03-31 $252k 6.6k 38.09
2018-12-31 $235k 6.6k 35.68
2018-09-30 $249k 6.6k 37.92
2018-06-30 $245k 6.5k 37.50
2018-03-31 $246k 6.5k 37.75
2017-12-31 $245k 6.4k 38.02
2017-09-30 $244k 6.4k 37.96
2017-06-30 $225k 6.0k 37.31
2017-03-31 $219k 6.0k 36.32
2016-12-31 $212k 6.0k 35.16

More positions owned by O'Dell Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchange-traded Nasdq Semcndtr (FTXL)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Exchange Traded Indls Prod Dur (FXR)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Apple (AAPL)
First Tr Exchange Traded Consumr Discre (FXD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Wisdomtree Tr Futre Strat Fd (WTMF)
JPMorgan Chase & Co. (JPM)

View all positions for O'Dell Group

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