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

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

Historical chart of Investment 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 Investment 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 Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5M 129k 42.78
2023-12-31 $5.0M 120k 41.51
2023-09-30 $4.5M 116k 38.93
2023-06-30 $4.5M 112k 40.41
2023-03-31 $4.4M 110k 39.86
2022-12-31 $4.1M 108k 38.01
2022-09-30 $4.0M 109k 36.61
2022-06-30 $4.2M 108k 38.95
2022-03-31 $4.7M 109k 42.99
2021-12-31 $4.7M 107k 43.78

More positions owned by Investment Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Min Vol (USMV)
Apple (AAPL)
Ishares Tr Modert Alloc Etf (AOM)
Ishares Tr Conser Alloc Etf (AOK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Investment Advisory Group

Top funds holding iShares S&P Moderate Allocation Fund ETF

Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Kavar Capital Partners Group
Weitzel Financial Services
Bank of America Corporation
AE Wealth Management
Cambridge Investment Research Advisors
Weaver Consulting Group
AlTi Global
Focus Financial Network
Consilium Wealth Advisory
Commonwealth Equity Services
Investment Advisory Group

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