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iShares S&P Moderate Allocation Fund ETF shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services 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 Commonwealth Equity Services 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 Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7M 148k 45.11
2024-06-30 $7.0M 163k 43.01
2024-03-31 $5.8M 135k 42.78
2023-12-31 $5.5M 132k 41.51
2023-09-30 $4.5M 116k 38.93
2023-06-30 $4.5M 112k 40.41
2023-03-31 $4.4M 111k 39.86
2022-12-31 $4.4M 116k 38.01
2022-09-30 $4.5M 124k 36.60
2022-06-30 $4.8M 124k 38.95
2022-03-31 $5.7M 133k 42.97
2021-12-31 $7.6M 167k 45.47
2021-09-30 $6.6M 147k 44.74
2021-06-30 $4.9M 109k 45.04
2021-03-31 $4.7M 108k 43.55
2020-12-31 $6.0M 138k 43.20
2020-09-30 $5.9M 145k 41.04
2020-06-30 $5.8M 145k 39.87
2020-03-31 $5.3M 144k 36.74
2019-12-31 $7.4M 184k 40.13
2019-09-30 $7.0M 177k 39.29
2019-06-30 $6.4M 163k 39.01
2019-03-31 $6.1M 160k 38.05
2018-12-31 $9.0M 252k 35.68
2018-09-30 $4.9M 129k 37.89
2018-06-30 $5.0M 133k 37.53
2018-03-31 $5.3M 141k 37.77
2017-12-31 $5.3M 141k 38.04

More positions owned by Commonwealth Equity Services

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Commonwealth Equity Services

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