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iShares S&P Moderate Allocation Fund ETF shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $402k 9.4k 42.78
2023-12-31 $640k 15k 41.51
2023-09-30 $615k 16k 38.93
2023-06-30 $767k 19k 40.41
2023-03-31 $647k 16k 39.86
2022-12-31 $643 17k 0.04
2022-09-30 $767k 21k 36.60
2022-06-30 $948k 24k 38.96
2022-03-31 $1.3M 28k 45.47
2021-12-31 $1.3M 28k 45.47
2021-09-30 $1.1M 24k 44.76
2021-06-30 $882k 20k 45.06
2021-03-31 $1.0M 24k 43.56
2020-12-31 $830k 19k 43.22
2020-09-30 $802k 20k 41.04
2020-06-30 $821k 21k 39.86
2020-03-31 $834k 23k 36.73
2019-12-31 $1.5M 37k 40.14
2019-09-30 $1.2M 30k 39.30
2019-06-30 $1.1M 30k 39.01
2019-03-31 $1.2M 31k 38.07
2018-12-31 $1.3M 36k 35.69
2018-09-30 $2.7M 72k 37.89
2018-06-30 $2.1M 55k 37.46
2018-03-31 $2.6M 69k 37.76
2017-12-31 $1.2M 32k 38.46
2017-09-30 $3.9M 103k 37.87
2017-06-30 $3.8M 102k 36.95
2017-03-31 $3.6M 100k 36.26
2016-12-31 $3.9M 109k 35.63
2016-09-30 $2.9M 82k 35.80
2016-06-30 $452k 13k 35.20
2016-03-31 $363k 10k 34.84
2015-12-31 $346k 10k 34.01
2015-09-30 $336k 9.9k 33.87
2015-06-30 $336k 9.5k 35.22
2015-03-31 $351k 9.9k 35.63
2014-12-31 $298k 8.5k 35.12
2014-09-30 $268k 7.7k 34.94

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Apple (AAPL)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Hershey Company (HSY)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Advisor

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