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

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

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
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)
Ishares Tr Core Total Usd (IUSB)
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 Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

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