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iShares S&P Moderate Allocation Fund ETF shares owned by Kuehl Shepherd Kozlowski & Associates

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

Historical chart of Kuehl Shepherd Kozlowski & 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 Kuehl Shepherd Kozlowski & 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 Kuehl Shepherd Kozlowski & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $675k 16k 41.37
2023-09-30 $651k 17k 38.71
2023-06-30 $725k 18k 40.67
2023-03-31 $713k 18k 39.80
2022-12-31 $793k 20k 39.94
2022-09-30 $702k 19k 36.76
2022-06-30 $923k 23k 39.56
2022-03-31 $1.1M 27k 41.82
2021-12-31 $1.2M 26k 45.46
2021-09-30 $1.2M 27k 45.06
2021-06-30 $1.2M 27k 44.99
2021-03-31 $1.2M 28k 43.93
2020-12-31 $1.2M 28k 43.19
2020-06-30 $1.1M 27k 39.88
2020-03-31 $988k 27k 36.74
2019-12-31 $1.1M 28k 40.12
2019-09-30 $1.1M 27k 39.28
2019-06-30 $1.5M 34k 46.00
2019-03-31 $1.1M 29k 38.07
2018-12-31 $808k 21k 37.91
2018-09-30 $808k 21k 37.91
2018-06-30 $663k 18k 37.55
2018-03-31 $533k 14k 37.76
2017-12-31 $5.0M 26k 189.77
2017-09-30 $277k 7.3k 37.93
2017-06-30 $251k 6.7k 37.31
2017-03-31 $251k 6.9k 36.41

More positions owned by Kuehl Shepherd Kozlowski & Associates

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard World Mega Cap Index (MGC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Kuehl Shepherd Kozlowski & Associates

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
Commonwealth Equity Services
Investment Advisory Group
Brookstone Capital Management

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