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

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

Historical chart of Financial Enhancement 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 Enhancement 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 Enhancement

Quarter filed Position value Share count Share price at filing
2024-09-30 $828k 21k 39.70
2024-06-30 $2.6M 60k 43.36
2024-03-31 $1.0M 24k 41.73
2023-12-31 $513k 13k 40.86
2023-06-30 $652k 16k 40.26
2023-03-31 $828k 21k 39.70

More positions owned by Financial Enhancement

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Merck & Co (MRK)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)

View all positions for Financial Enhancement

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