Planning Solutions Group »

iShares S&P Moderate Allocation Fund ETF shares owned by Planning Solutions Group

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

Historical chart of Planning Solutions 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 Planning Solutions Group 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 Planning Solutions Group

Quarter filed Position value Share count Share price at filing
2019-06-30 $6.6M 168k 39.02
2019-03-31 $6.7M 176k 38.06
2018-12-31 $6.6M 186k 35.68

More positions owned by Planning Solutions Group

iShares S&P 500 Index (IVV)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Inc core msci emkt (IEMG)
SPDR S&P Emerging Markets (SPEM)
Vanguard High Dividend Yield ETF (VYM)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares S&P Moderate Allocation Fund ETF (AOM)
Ishares Tr eafe min volat (EFAV)
Apple (AAPL)
BB&T Corporation
iShares MSCI Emerging Markets Indx (EEM)
D First Tr Exchange-traded (FPE)
Lgi Homes (LGIH)
iShares S&P SmallCap 600 Index (IJR)
SPDR S&P World ex-US (SPDW)

View all positions for Planning Solutions Group

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Royal Bank of Canada
Advisor Group Holdings
Weitzel Financial Services
Wells Fargo & Company
Bank of America Corporation
Ameriprise Financial
Cambridge Investment Research Advisors
Weaver Consulting Group
Focus Financial Network
Commonwealth Equity Services
AlTi Global
Investment Advisory Group

View all funds holding iShares S&P Moderate Allocation Fund ETF