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iShares S&P Moderate Allocation Fund ETF shares owned by Bright Futures Wealth Management

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

Historical chart of Bright Futures 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 Bright Futures 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 Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $364k 7.6k 47.58
2025-03-31 $324k 7.6k 42.45
2024-12-31 $329k 7.5k 44.04
2024-09-30 $316k 7.2k 44.15

More positions owned by Bright Futures Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Pacer Fds Tr Us Small Cap Cas (CALF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Series Trust S&p Regl Bkg (KRE)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Blackstone Mtg Tr Com Cl A (BXMT)
Innovator Etfs Trust Intl Developed (IAUG)
Apple (AAPL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Broadcom (AVGO)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)
NVIDIA Corporation (NVDA)

View all positions for Bright Futures 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