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iShares S&P Moderate Allocation Fund ETF shares owned by Dynamic Advisors Solutions

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Dynamic Advisors Solutions from 13F filings

Historical chart of Dynamic Advisors Solutions 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 Dynamic Advisors Solutions 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 Dynamic Advisors Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 5.8k 47.58
2025-06-30 $261k 5.7k 46.04
2025-03-31 $246k 5.6k 43.88
2024-12-31 $262k 6.0k 43.44
2024-09-30 $247k 5.5k 45.11
2024-06-30 $239k 5.5k 43.01
2024-03-31 $211k 4.9k 42.78
2023-12-31 $1.1M 28k 40.98
2023-09-30 $543k 14k 38.93
2023-06-30 $559k 14k 40.41
2023-03-31 $550k 14k 39.86
2022-12-31 $572k 15k 38.01
2022-09-30 $552k 15k 36.61
2022-06-30 $592k 15k 38.94
2022-03-31 $660k 15k 42.94
2021-12-31 $699k 15k 45.48
2021-09-30 $2.1M 46k 44.75
2021-06-30 $2.3M 52k 45.05
2021-03-31 $2.1M 49k 43.55
2020-12-31 $1.9M 43k 43.19
2020-09-30 $1.2M 29k 41.04
2020-06-30 $1.1M 27k 39.88
2020-03-31 $903k 25k 36.76
2019-12-31 $1.0M 26k 40.13
2019-09-30 $981k 25k 39.31
2019-06-30 $903k 23k 39.01
2019-03-31 $534k 14k 38.07
2018-12-31 $524k 14k 36.61
2018-09-30 $601k 16k 37.89
2018-06-30 $638k 17k 37.56
2018-03-31 $477k 13k 37.76
2017-12-31 $480k 13k 38.07
2017-09-30 $480k 13k 37.96

More positions owned by Dynamic Advisors Solutions

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Tesla Motors (TSLA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Dynamic Advisors Solutions

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