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iShares S&P Moderate Allocation Fund ETF shares owned by Buckingham Strategic Partners

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

Historical chart of Buckingham Strategic 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 Buckingham Strategic 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 Buckingham Strategic Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $320k 7.1k 45.11
2023-03-31 $205k 5.1k 39.87
2022-12-31 $202k 5.3k 38.02

More positions owned by Buckingham Strategic Partners

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Buckingham Strategic Partners

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Kavar Capital Partners Group
Wells Fargo & Company
TCG Advisory Services
Bank of America Corporation
Advisor Group Holdings
Focus Financial Network
Weaver Consulting Group
Cambridge Investment Research Advisors

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