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iShares S&P Moderate Allocation Fund ETF shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners 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 Golden State Equity Partners 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 Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $12k 243 49.92
2026-03-31 $53k 1.1k 47.40

More positions owned by Golden State Equity Partners

Invesco Qqq Tr Uit Exchange Traded (QQQ)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Ishares 20 Year Uit Exchange Traded (TLTW)
Ishares 0-3 Month Uit Exchange Traded (SGOV)
Janus Henderson Aaa Clo Uit Exchange Traded (JAAA)
Ishares Russell Mid-cap Uit Exchange Traded (IWP)
Vanguard Short-term Uit Exchange Traded (VGSH)
Vanguard Small-cap Uit Exchange Traded (VBK)
Vanguard Ftse All-world Uit Exchange Traded (VEU)
Invesco Senior Loan Etf Uit Exchange Traded (BKLN)
Ishares Gold Trust Uit Exchange Traded (IAU)
Ishares Floating Rate Uit Exchange Traded (FLOT)
Vanguard Uit Exchange Traded (BIV)
Ishares Broad Usd High Uit Exchange Traded (USHY)
State Street Blackstone Uit Exchange Traded (SRLN)

View all positions for Golden State Equity Partners

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Wells Fargo & Company
AJ Advisors
Bank of America Corporation
Ameriprise Financial
Cetera Investment Advisers
Wedbush Morgan Securities
Weaver Consulting Group
Investment Advisory Group
Advisor Group Holdings

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