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iShares S&P Moderate Allocation Fund ETF shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $394k 9.5k 41.51
2023-09-30 $369k 9.5k 38.93
2023-06-30 $305k 7.6k 40.41
2023-03-31 $301k 7.6k 39.86
2022-12-31 $281k 7.4k 38.01
2022-09-30 $1.4M 39k 36.60
2022-06-30 $1.1M 28k 38.95
2022-03-31 $1.7M 40k 42.96
2021-12-31 $2.3M 50k 45.48
2021-09-30 $1.3M 30k 44.72
2021-03-31 $1.1M 25k 43.55
2020-09-30 $779k 19k 41.04
2020-06-30 $790k 20k 39.88
2020-03-31 $689k 19k 36.72
2019-12-31 $753k 19k 40.13
2019-09-30 $727k 19k 39.25
2019-06-30 $778k 20k 39.02
2019-03-31 $754k 20k 38.01
2018-12-31 $647k 18k 35.68
2018-09-30 $683k 18k 37.86
2018-06-30 $672k 18k 37.54
2018-03-31 $676k 18k 37.77
2017-12-31 $680k 18k 37.99
2017-09-30 $679k 18k 37.93
2017-06-30 $667k 18k 37.26
2017-03-31 $650k 18k 36.31
2016-12-31 $630k 18k 35.20

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
UnitedHealth (UNH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Tesla Motors (TSLA)

View all positions for Steward Partners Investment Advisory

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