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iShares S&P Moderate Allocation Fund ETF shares owned by Retireful

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

Historical chart of Retireful 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 Retireful 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 Retireful

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 77k 42.78
2023-09-30 $5.2M 128k 40.41
2023-06-30 $5.2M 128k 40.41
2023-03-31 $1.7M 42k 39.86
2022-03-31 $873k 20k 42.95

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
First Tr Morningstar Divid L SHS (FDL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Energy Etf (VDE)
Select Sector Spdr Tr Technology (XLK)
Dex (DXCM)
United Rentals (URI)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Hubspot (HUBS)
Waste Management (WM)
Lam Research Corporation (LRCX)

View all positions for Retireful

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