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iShares S&P Moderate Allocation Fund ETF shares owned by Hershey Financial Advisers

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

Historical chart of Hershey Financial Advisers 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 Hershey Financial Advisers 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 Hershey Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.8M 80k 47.37

More positions owned by Hershey Financial Advisers

Ishares Tr Conv Bd Etf (ICVT)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (CWB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core 40/60 Moder (AOM)
First Tr Exchange-traded SHS (FDL)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Spdr Series Trust State Street Spd (BILS)
Applied Materials (AMAT)
Dell Technologies CL C (DELL)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Albemarle Corporation (ALB)

View all positions for Hershey Financial Advisers

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
Bank of America Corporation
AJ Advisors
Ameriprise Financial
Kavar Capital Partners Group
Cetera Investment Advisers
Weaver Consulting Group
Commonwealth Equity Services
Advisor Group Holdings

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