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iShares S&P Moderate Allocation Fund ETF shares owned by AJ Advisors

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

Historical chart of AJ Advisors 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 AJ Advisors 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 AJ Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 269k 47.73

More positions owned by AJ Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Intl Div Grwth (IGRO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core 40/60 Moder (AOM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vaneck Etf Trust Semiconductr Etf (SMH)
Pgim Etf Tr Total Return Bon (PTRB)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)
JPMorgan Chase & Co. (JPM)

View all positions for AJ Advisors

Top funds holding iShares S&P Moderate Allocation Fund ETF

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

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