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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
2025-09-30 $298k 6.2k 47.67
2025-06-30 $285k 6.2k 45.56
2025-03-31 $268k 6.2k 42.83
2024-12-31 $2.1M 49k 42.93
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 Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Janus Detroit Str Tr Henderson Securi (JSI)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr Msci Usa Min Vol (USMV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Broadcom (AVGO)

View all positions for Financial Enhancement

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