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iShares S&P Moderate Allocation Fund ETF shares owned by Krasney Financial

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

Historical chart of Krasney Financial 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 Krasney Financial 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 Krasney Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $207k 4.4k 47.37
2021-12-31 $45k 983 45.78
2018-06-30 $2.0k 50 40.00
2018-03-31 $2.0k 50 40.00

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Broadcom (AVGO)
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J P Morgan Exchange Traded F Short Dura Core (JSCP)
Applied Materials (AMAT)
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Spdr Series Trust State Street Spd (MDYG)

View all positions for Krasney Financial

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Raymond James Financial
Royal Bank of Canada
Weitzel Financial Services
Wells Fargo & Company
Bank of America Corporation
AJ Advisors
Ameriprise Financial
Kavar Capital Partners Group
Cetera Investment Advisers
Weaver Consulting Group
Commonwealth Equity Services

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