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iShares S&P Moderate Allocation Fund ETF shares owned by Gilpin Wealth Management

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

Historical chart of Gilpin Wealth 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 Gilpin Wealth 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 Gilpin Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $669k 14k 47.37

More positions owned by Gilpin Wealth Management

Ishares Tr Msci Usa Value (VLUE)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Series Trust State Street Spd (FLRN)
Apple (AAPL)
Ishares Tr Core 30/70 Conse (AOK)
Spdr Series Trust State Street Spd (SPIB)
Alphabet Cap Stk Cl A (GOOGL)
Fortinet (FTNT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Gilpin Wealth Management

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Raymond James Financial
Royal Bank of Canada
Weitzel Financial Services
Wells Fargo & Company
Bank of America Corporation
AJ Advisors
Ameriprise Financial
Kavar Capital Partners Group
Cetera Investment Advisers
Weaver Consulting Group
Commonwealth Equity Services

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