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iShares S&P Moderate Allocation Fund ETF shares owned by HFM Investment Advisors

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

Historical chart of HFM Investment Advisors 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 HFM Investment Advisors 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 HFM Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $125k 2.6k 47.58
2025-06-30 $121k 2.6k 46.04
2025-03-31 $113k 2.6k 43.88

More positions owned by HFM Investment Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Johnson & Johnson (JNJ)
Ishares Tr Core 60/40 Balan (AOR)
Cisco Systems (CSCO)
Ge Aerospace Com New (GE)
Rockwell Automation (ROK)

View all positions for HFM Investment Advisors

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Foundations Investment Advisors
Weitzel Financial Services
Royal Bank of Canada
Ameriprise Financial
TCG Advisory Services
AJ Advisors
Wells Fargo & Company
Advisor Group Holdings
Cetera Investment Advisers
Weaver Consulting Group
Investment Advisory Group
Commonwealth Equity Services
Lodestar Private Asset Management

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