Harwood Advisory »

iShares S&P Moderate Allocation Fund ETF shares owned by Harwood Advisory

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

Historical chart of Harwood Advisory 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 Harwood Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Harwood Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $194k 4.3k 45.11
2024-03-31 $219k 5.1k 42.78
2023-12-31 $230k 5.5k 41.51
2023-09-30 $216k 5.5k 38.93
2023-06-30 $236k 5.9k 40.02
2023-03-31 $257k 6.5k 39.75
2022-12-31 $269k 6.8k 39.59
2022-09-30 $284k 7.8k 36.54
2022-06-30 $353k 8.8k 40.12
2022-03-31 $437k 10k 42.95
2021-12-31 $494k 11k 44.21
2021-09-30 $686k 15k 44.76
2021-06-30 $770k 17k 45.07
2021-03-31 $876k 20k 43.53
2020-12-31 $1.3M 29k 43.17
2020-09-30 $1.5M 36k 41.04
2020-06-30 $4.9M 123k 39.87
2020-03-31 $4.8M 133k 36.07
2019-12-31 $5.3M 133k 40.13
2019-09-30 $5.6M 143k 39.29
2019-06-30 $5.6M 144k 39.02
2019-03-31 $5.6M 148k 38.06
2018-12-31 $5.7M 159k 35.68
2018-09-30 $7.1M 188k 37.85
2018-06-30 $6.0M 160k 37.59
2018-03-31 $4.8M 126k 37.77
2017-12-31 $4.3M 113k 38.03
2017-09-30 $4.0M 107k 37.97
2017-06-30 $3.0M 80k 37.27
2017-03-31 $2.0M 55k 36.34
2016-12-31 $1.5M 42k 35.23
2016-09-30 $739k 21k 36.10
2016-06-30 $670k 19k 35.31

More positions owned by Harwood Advisory

Two Rds Shared Tr Anfield Unvl Etf (AFIF)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vaneck Etf Trust Clo Etf (CLOI)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Msci Emrg Chn (EMXC)
Select Sector Spdr Tr Technology (XLK)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
First Tr Nas100 Eq Weighted SHS (QQEW)

View all positions for Harwood Advisory

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Ameriprise Financial
TCG Advisory Services
Wells Fargo & Company
Bank of America Corporation
Advisor Group Holdings
Focus Financial Network
Weaver Consulting Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Investment Advisory Group

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