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iShares S&P Moderate Allocation Fund ETF shares owned by Fiduciary Financial Group

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

Historical chart of Fiduciary Financial Group 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 Fiduciary Financial Group 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 Fiduciary Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 5.2k 44.46
2024-06-30 $201k 4.6k 43.76

More positions owned by Fiduciary Financial Group

Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Bloomberg Invt (FLRN)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Fiduciary Financial Group

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Kavar Capital Partners Group
TCG Advisory Services
Bank of America Corporation
Wells Fargo & Company
Focus Financial Network
Weaver Consulting Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Jane Street

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