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

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

Historical chart of Madrid Financial Services 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 Madrid Financial Services 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 Madrid Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $236k 4.7k 49.89
2026-03-31 $214k 4.5k 47.37
2025-12-31 $203k 4.2k 47.73
2025-06-30 $17M 368k 46.04
2025-03-31 $15M 345k 43.88
2024-12-31 $11M 263k 43.44

More positions owned by Madrid Financial Services

Global X Fds Glbl X Mlp Etf (MLPA)
Ishares Tr Core 60 Bala Etf (AOR)
Ishares Msci Sth Kor Etf (EWY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Gold Miners Etf (GDX)
Spdr Series Trust St Str P500val (SPYV)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr Core Msci Eafe (IEFA)
Global X Fds Glb X Mlp Enrg I (MLPX)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Itl High Div Fd (DTH)
Vaneck Etf Trust Urani Nucle Etf (NLR)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Madrid Financial Services

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Wells Fargo & Company
AJ Advisors
Bank of America Corporation
Ameriprise Financial
Cetera Investment Advisers
Wedbush Morgan Securities
Weaver Consulting Group
Investment Advisory Group
Advisor Group Holdings

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