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

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

Historical chart of Arq 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 Arq Wealth 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 Arq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 24k 49.06
2021-06-30 $5.8M 129k 45.05
2021-03-31 $5.2M 119k 43.55
2020-12-31 $4.7M 108k 43.20
2020-09-30 $3.8M 92k 41.06
2020-06-30 $3.2M 82k 39.86
2020-03-31 $3.1M 83k 36.74

More positions owned by Arq Wealth Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Msci Us Garp Etf (GARP)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
J P Morgan Exchange Traded F Flexi Debt Etf (JFLX)
Global X Fds Adaptive Us (AUSF)
Dbx Etf Tr Xtrack Msci All (DBAW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Us Momentum (JMOM)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard World Mega Cap Val Etf (MGV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Spdr Index Shs Fds St Str Msci Eafe (QEFA)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Arq Wealth Advisors

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Wells Fargo & Company
Bank of America Corporation
AJ Advisors
Ameriprise Financial
Kavar Capital Partners Group
Cetera Investment Advisers
Wedbush Morgan Securities
Weaver Consulting Group
Advisor Group Holdings

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