Nelson, Van Denburg & Campbell Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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 Growth Etf Etf (VUG)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Jpmorgan Active Value Etf Etf (JAVA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Growth Etf Etf (JGRO)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Apple Stock (AAPL)
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)

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

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