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

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

Historical chart of Maxele 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 Maxele 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 Maxele Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $318k 6.9k 46.04
2025-03-31 $346k 7.9k 43.88
2024-12-31 $347k 8.0k 43.44

More positions owned by Maxele Advisors

First Tr Exchange-traded SHS (QTEC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Indl (XLI)
Vanguard Index Fds Value Etf (VTV)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Ishares Semicdtr (SOXX)
Fidelity Covington Trust Msci Energy Idx (FENY)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Maxele 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