Keebeck Wealth Management »

iShares S&P Moderate Allocation Fund ETF shares owned by Keebeck Wealth Management

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Keebeck Wealth Management from 13F filings

Historical chart of Keebeck Wealth Management 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 Keebeck Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $621k 16k 39.86
2022-12-31 $635k 17k 38.01
2022-09-30 $611k 17k 36.58
2022-06-30 $660k 17k 38.95
2022-03-31 $735k 17k 42.96

More positions owned by Keebeck Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Keebeck Wealth Management

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
Cambridge Investment Research Advisors
Weaver Consulting Group
Investment Advisory Group
Commonwealth Equity Services

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