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iShares S&P Moderate Allocation Fund ETF shares owned by Financial Advocates Investment Management

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

Historical chart of Financial Advocates Investment 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 Financial Advocates Investment 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 Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 61k 45.36
2024-06-30 $2.6M 61k 43.00
2024-03-31 $2.6M 60k 42.91
2023-12-31 $2.4M 57k 41.65
2023-09-30 $5.3M 97k 54.27
2023-06-30 $7.5M 33k 228.66
2023-03-31 $616k 16k 39.82
2022-12-31 $7.6M 24k 317.59
2022-06-30 $240k 6.2k 38.99
2022-03-31 $4.2M 99k 42.97
2021-12-31 $4.5M 99k 45.49
2021-09-30 $4.4M 98k 44.74
2021-06-30 $4.2M 94k 45.05
2021-03-31 $3.1M 70k 44.45
2020-12-31 $1.6M 37k 43.38
2020-09-30 $2.0M 26k 78.42
2020-06-30 $846k 21k 39.87
2020-03-31 $656k 18k 36.71
2019-12-31 $729k 18k 40.17
2019-09-30 $692k 18k 39.29
2019-06-30 $416k 11k 38.98
2019-03-31 $479k 13k 38.08
2018-12-31 $138k 13k 10.98
2018-09-30 $543k 14k 37.84
2018-06-30 $541k 14k 37.45
2018-03-31 $514k 14k 37.74
2017-12-31 $525k 14k 38.05

More positions owned by Financial Advocates Investment Management

Apple Put Option (AAPL)
NVIDIA Corporation Put Option (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Microsoft Corporation Call Option (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon Put Option (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Us Gwt Call Option (IUSG)
Spdr Ser Tr S&p Metals Mng (XME)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Financial Advocates Investment 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