Coordinated Financial Services »

iShares S&P Moderate Allocation Fund ETF shares owned by Coordinated Financial Services

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

Historical chart of Coordinated Financial 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 Coordinated Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $220k 4.6k 47.73

More positions owned by Coordinated Financial Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)

View all positions for Coordinated Financial Services

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Wells Fargo & Company
Foundations Investment Advisors
Raymond James Financial
Ameriprise Financial
Weitzel Financial Services
Royal Bank of Canada
TCG Advisory Services
AJ Advisors
Cetera Investment Advisers
Weaver Consulting Group
Investment Advisory Group
Commonwealth Equity Services
Advisor Group Holdings

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