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iShares S&P Moderate Allocation Fund ETF shares owned by Jim Saulnier & Associates

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

Historical chart of Jim Saulnier & Associates 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 Jim Saulnier & Associates 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 Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 28k 45.11

More positions owned by Jim Saulnier & Associates

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Grwt Allocat Etf (AOR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Aggres Alloc Etf (AOA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstr Us Eq (ILCB)
Pgim Rock Etf Tr Pgim Us Larg Cap (PBJL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Pgim Rock Etf Tr Pgim Us Large Ca (PBMY)
Pgim Rock Etf Tr Pgim Us Larg Cap (PBJN)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Jim Saulnier & Associates

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Kavar Capital Partners Group
Wells Fargo & Company
TCG Advisory Services
Bank of America Corporation
Advisor Group Holdings
Focus Financial Network
Weaver Consulting Group
Cambridge Investment Research Advisors

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