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iShares S&P Moderate Allocation Fund ETF shares owned by BSW Wealth Partners

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

Historical chart of BSW Wealth Partners 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 BSW Wealth Partners 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 BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $234k 4.7k 49.89

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core 60 Bala Etf (AOR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Low Ca Op Ms Etf (CRBN)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Emerging Mkt Val (AVES)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for BSW Wealth Partners

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
AJ Advisors
Bank of America Corporation
Ameriprise Financial
Cetera Investment Advisers
Wedbush Morgan Securities
Weaver Consulting Group
Investment Advisory Group
Advisor Group Holdings

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