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iShares S&P Moderate Allocation Fund ETF shares owned by Bay Harbor Wealth Management

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

Historical chart of Bay Harbor Wealth Management 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 Bay Harbor Wealth Management 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 Bay Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $376k 7.9k 47.58
2025-06-30 $363k 7.9k 46.04
2025-03-31 $351k 8.0k 43.88
2024-12-31 $348k 8.0k 43.44
2024-09-30 $355k 7.9k 45.11
2024-06-30 $338k 7.9k 43.01
2024-03-31 $336k 7.9k 42.78
2023-12-31 $321k 7.7k 41.51
2023-09-30 $298k 7.7k 38.93
2023-06-30 $310k 7.7k 40.41
2023-03-31 $306k 7.7k 39.86
2022-12-31 $291k 7.7k 37.96
2022-09-30 $320k 8.7k 36.61
2022-06-30 $341k 8.7k 39.02
2022-03-31 $373k 8.7k 42.94
2021-12-31 $380k 8.7k 43.89
2021-09-30 $386k 8.6k 44.77
2021-06-30 $390k 8.7k 45.01
2021-03-31 $420k 9.6k 43.55
2020-12-31 $422k 9.8k 43.22
2020-09-30 $483k 12k 41.05
2020-06-30 $475k 12k 39.89
2020-03-31 $439k 12k 36.78
2019-12-31 $466k 12k 40.10
2019-09-30 $555k 14k 39.26
2019-06-30 $550k 14k 38.99
2019-03-31 $600k 16k 38.08
2018-12-31 $559k 16k 35.68

More positions owned by Bay Harbor Wealth Management

Dimensional Us Core Equity Market Etf Exchange Traded Fund (DFAU)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)
Ishares S&p 100 Etf Exchange Traded Fund (OEF)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)

View all positions for Bay Harbor Wealth Management

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