Aquire Wealth Advisors »

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

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

Historical chart of Aquire Wealth 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 Aquire Wealth Advisors 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 Aquire Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 4.3k 47.73
2021-12-31 $130k 2.9k 45.39

More positions owned by Aquire Wealth Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Series Trust State Street Spd (SPTM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPIP)
Ishares Tr Russell 3000 Etf (IWV)
Spdr Series Trust State Street Spd (TFI)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Series Trust State Street Spd (SPAB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Aquire Wealth Advisors

Top funds holding iShares S&P Moderate Allocation Fund ETF

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

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