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iShares S&P Moderate Allocation Fund ETF shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $983k 21k 47.58
2025-06-30 $935k 20k 46.04
2025-03-31 $861k 20k 43.88
2024-12-31 $820k 19k 43.44
2024-09-30 $807k 18k 45.11
2024-06-30 $762k 18k 43.01
2024-03-31 $108k 2.5k 42.78
2023-12-31 $177k 4.3k 41.51
2023-09-30 $205k 5.3k 38.94
2023-06-30 $452k 11k 40.41
2023-03-31 $445k 11k 39.86
2022-12-31 $463k 12k 38.01
2022-09-30 $446k 12k 36.53
2022-06-30 $609k 16k 38.96
2022-03-31 $705k 16k 42.97
2021-12-31 $935k 21k 45.45
2021-09-30 $350k 7.8k 44.67
2021-06-30 $352k 7.8k 45.02
2021-03-31 $340k 7.8k 43.48
2020-12-31 $337k 7.8k 43.16
2020-09-30 $354k 8.6k 40.95
2020-06-30 $497k 13k 39.86
2020-03-31 $173k 4.7k 36.68
2019-12-31 $188k 4.7k 40.11
2019-09-30 $187k 4.8k 39.22
2019-06-30 $298k 7.6k 39.01
2019-03-31 $289k 7.6k 37.96
2018-12-31 $269k 7.6k 35.55
2018-09-30 $318k 8.4k 37.88
2018-06-30 $312k 8.3k 37.57
2018-03-31 $286k 7.6k 37.71
2017-12-31 $386k 10k 38.07
2017-09-30 $373k 9.8k 38.01
2017-06-30 $364k 9.8k 37.27
2017-03-31 $354k 9.7k 36.34
2016-12-31 $363k 10k 35.19
2016-09-30 $280k 7.8k 36.06
2016-06-30 $22k 619 35.54

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
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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