American Economic Planning »

iShares S&P Moderate Allocation Fund ETF shares owned by American Economic Planning

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

Historical chart of American Economic Planning 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 American Economic Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by American Economic Planning

Quarter filed Position value Share count Share price at filing
2019-09-30 $8.4M 214k 39.27
2019-06-30 $4.6M 118k 39.02
2019-03-31 $3.5M 91k 38.06
2018-12-31 $3.3M 93k 35.68
2018-09-30 $4.4M 115k 37.89
2018-06-30 $4.4M 117k 37.53
2018-03-31 $2.9M 77k 37.77
2017-12-31 $2.6M 68k 38.04

More positions owned by American Economic Planning

Vanguard Total Stock Market ETF (VTI)
Schwab Strategic Tr us dividend eq (SCHD)
Schwab Strategic Tr intrm trm (SCHR)
J P Morgan Exchange Traded F ultra shrt (JPST)
Ishares Tr fctsl msci int (INTF)
Invesco S&p 500 Low Volatility Etf (SPLV)
Schwab Strategic Tr sht tm us tres (SCHO)
iShares S&P Moderate Allocation Fund ETF (AOM)
Spdr Index Shs Fds eafe qual mix (QEFA)
Ishares Msci Usa Quality Facto invalid (QUAL)
Vanguard Total Bond Market ETF (BND)
Vanguard Dividend Appreciation ETF (VIG)
Itm - Vaneck Vectors Amt Free Int Muni (ITM)
Goldman Sachs Etf Tr (GSLC)
Ishares Tr Msci Usa Momentum Factor (MTUM)

View all positions for American Economic Planning

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