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iShares S&P Moderate Allocation Fund ETF shares owned by Taylor Financial Group

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

Historical chart of Taylor Financial 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 Taylor Financial 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 Taylor Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 42k 41.51

More positions owned by Taylor Financial Group

Norfolk Southern (NSC)
Vanguard Index Fds Growth Etf (VUG)
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Home Depot (HD)
Microsoft Corporation (MSFT)
Microchip Technology (MCHP)
Oracle Corporation (ORCL)
Blackstone Group Inc Com Cl A (BX)
Ishares Tr Select Divid Etf (DVY)
Eli Lilly & Co. (LLY)
Ishares Tr Core Divid Etf (DIVB)
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Ssga Active Etf Tr Globl Allo Etf (GAL)

View all positions for Taylor Financial 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