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

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

Historical chart of Focus Financial Network 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 Focus Financial Network 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 Focus Financial Network

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.3M 153k 41.22

More positions owned by Focus Financial Network

NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Whitehall Fds High Div Yld (VYM)
UnitedHealth (UNH)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Focus Financial Network

Top funds holding iShares S&P Moderate Allocation Fund ETF

Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Kavar Capital Partners Group
Weitzel Financial Services
Bank of America Corporation
AE Wealth Management
Cambridge Investment Research Advisors
Weaver Consulting Group
AlTi Global
Focus Financial Network
Commonwealth Equity Services
Investment Advisory Group
Brookstone Capital Management

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