Envestnet Asset Management »

iShares S&P Moderate Allocation Fund ETF shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management 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 Envestnet Asset Management 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 73k 47.58
2025-06-30 $4.3M 93k 46.04
2025-03-31 $3.6M 81k 43.88
2024-12-31 $1.8M 42k 43.44
2024-09-30 $1.9M 42k 45.11
2024-06-30 $1.1M 25k 43.01
2024-03-31 $1.0M 24k 42.78
2023-09-30 $1.7M 43k 38.93
2023-06-30 $1.8M 45k 40.41
2023-03-31 $1.9M 47k 39.86
2022-12-31 $2.1M 55k 38.01
2022-09-30 $1.6M 45k 36.62
2022-06-30 $1.6M 42k 38.97
2022-03-31 $2.7M 64k 42.96
2021-12-31 $3.7M 82k 45.47
2021-09-30 $3.9M 88k 44.74
2021-06-30 $4.5M 101k 45.05
2021-03-31 $4.1M 94k 43.55
2020-12-31 $2.2M 50k 43.20
2020-09-30 $1.5M 36k 41.04
2020-06-30 $637k 16k 39.84
2020-03-31 $1.4M 38k 36.75
2019-12-31 $823k 21k 40.12
2019-09-30 $898k 23k 39.31
2019-06-30 $622k 16k 39.00
2019-03-31 $570k 15k 38.07
2018-12-31 $1.6M 44k 35.67
2018-06-30 $387k 10k 37.54
2018-03-31 $352k 9.4k 37.37
2017-12-31 $331k 8.7k 38.08
2017-09-30 $306k 8.0k 38.03
2017-06-30 $219k 5.9k 37.33
2017-03-31 $213k 5.9k 36.32
2016-12-31 $573k 16k 35.18
2016-09-30 $195k 5.4k 36.06
2016-06-30 $222k 6.3k 35.24
2016-03-31 $285k 8.2k 34.81
2015-12-31 $939k 28k 34.06
2015-09-30 $161k 4.8k 33.82
2014-12-31 $5.0k 137 36.50
2014-09-30 $23k 656 35.06
2014-06-30 $0 1 0.00
2014-03-31 $0 1 0.00
2013-12-31 $0 1 0.00
2013-09-30 $0 1 0.00
2013-06-30 $0 1 0.00

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

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