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iShares S&P Moderate Allocation Fund ETF shares owned by 1 North Wealth Services

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by 1 North Wealth Services from 13F filings

Historical chart of 1 North Wealth Services 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 1 North Wealth Services 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 1 North Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $79k 1.7k 47.58
2025-06-30 $78k 1.7k 46.04

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Vanguard Scottsdale Fds Int-term Corp (VCIT)
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J P Morgan Exchange Traded F Equity Premium (JEPI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Jpmorgan Usd Emg (EMB)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
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Pacer Fds Tr Globl Cash Etf (GCOW)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)

View all positions for 1 North Wealth Services

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Foundations Investment Advisors
Morgan Stanley
Weitzel Financial Services
Royal Bank of Canada
Ameriprise Financial
TCG Advisory Services
Wells Fargo & Company
Advisor Group Holdings
Cetera Investment Advisers
Cambridge Investment Research Advisors
Weaver Consulting Group
Commonwealth Equity Services
Investment Advisory Group

View all funds holding iShares S&P Moderate Allocation Fund ETF