Financial Advocates Investment Management »

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

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

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
2025-09-30 $4.4M 93k 47.58
2025-06-30 $4.1M 90k 46.04
2025-03-31 $3.8M 87k 43.88
2024-12-31 $3.6M 82k 43.44
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 (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core 80/20 Aggre (AOA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Ishares Tr Core 40/60 Moder (AOM)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Active Growth (JGRO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Financial Advocates Investment 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