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iShares S&P Moderate Allocation Fund ETF shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors 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 Mariner Wealth Advisors 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $692k 15k 47.58
2025-06-30 $573k 12k 46.04
2025-03-31 $492k 11k 43.88
2024-12-31 $487k 11k 43.44
2024-09-30 $508k 11k 45.11
2024-06-30 $604k 14k 43.01
2024-03-31 $599k 14k 42.78
2023-12-31 $696k 17k 41.51

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Mariner Wealth Advisors

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Foundations Investment Advisors
Morgan Stanley
Weitzel Financial Services
Royal Bank of Canada
Ameriprise Financial
TCG Advisory Services
Wells Fargo & Company
Advisor Group Holdings
Cetera Investment Advisers
Cambridge Investment Research Advisors
Weaver Consulting Group
Commonwealth Equity Services
Investment Advisory Group

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