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iShares S&P Moderate Allocation Fund ETF shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group 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 National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $464k 10k 45.11
2024-06-30 $417k 9.7k 43.01
2024-03-31 $620k 15k 42.78
2023-12-31 $617k 15k 41.51

More positions owned by National Wealth Management Group

T Rowe Price Etf Price Blue Chip (TCHP)
T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Meta Platforms Cl A (META)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr Core Msci Intl (IDEV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for National Wealth Management Group

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Kavar Capital Partners Group
Wells Fargo & Company
TCG Advisory Services
Bank of America Corporation
Advisor Group Holdings
Focus Financial Network
Weaver Consulting Group
Cambridge Investment Research Advisors

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