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iShares S&P Moderate Allocation Fund ETF shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group 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 Great Valley Advisor Group 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 Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $257k 5.7k 45.11
2024-06-30 $250k 5.8k 43.01

More positions owned by Great Valley Advisor Group

NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
American Centy Etf Tr Us Quality Grow (QGRO)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Acwi Etf (ACWI)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Great Valley Advisor Group

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