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iShares S&P Moderate Allocation Fund ETF shares owned by Eight 31 Financial

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Eight 31 Financial from 13F filings

Historical chart of Eight 31 Financial 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 Eight 31 Financial 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 Eight 31 Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 116k 45.11
2024-06-30 $4.9M 114k 43.01
2024-03-31 $680k 16k 42.78
2023-12-31 $337k 8.1k 41.51

More positions owned by Eight 31 Financial

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Highpeak Energy (HPK)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Modert Alloc Etf (AOM)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Viper Energy Cl A (VNOM)
Ishares Tr Core Us Aggbd Et (AGG)
Triumph Ban (TFIN)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for Eight 31 Financial

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