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iShares S&P Moderate Allocation Fund ETF shares owned by High Net Worth Advisory Group

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

Historical chart of High Net Worth Advisory 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 High Net Worth Advisory 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 High Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 21k 47.73

More positions owned by High Net Worth Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Capital Group Core Balanced SHS (CGBL)
Abbvie (ABBV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for High Net Worth Advisory Group

Top funds holding iShares S&P Moderate Allocation Fund ETF

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

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