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iShares S&P Moderate Allocation Fund ETF shares owned by MPS Loria Financial Planners

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

Historical chart of MPS Loria Financial Planners 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 MPS Loria Financial Planners 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 MPS Loria Financial Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $474k 10k 47.58
2025-06-30 $445k 9.7k 46.04
2025-03-31 $352k 8.0k 43.88

More positions owned by MPS Loria Financial Planners

Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Cre U S Reit Etf (USRT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Russell 3000 Etf (IWV)
Progressive Corporation (PGR)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
UnitedHealth (UNH)
Abbott Laboratories (ABT)

View all positions for MPS Loria Financial Planners

Top funds holding iShares S&P Moderate Allocation Fund ETF

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

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