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iShares S&P Moderate Allocation Fund ETF shares owned by Wealth Forward

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

Historical chart of Wealth Forward 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 Wealth Forward 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 Wealth Forward

Quarter filed Position value Share count Share price at filing
2023-12-31 $520k 13k 41.51

More positions owned by Wealth Forward

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Grwt Allocat Etf (AOR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Apple (AAPL)
Us Bancorp Del Com New (USB)
Ishares Tr Aggres Alloc Etf (AOA)
Alerus Finl (ALRS)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)

View all positions for Wealth Forward

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