Northwest Wealth Management »

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

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

Historical chart of Northwest 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 Northwest 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 Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $209k 4.8k 43.44
2024-09-30 $216k 4.8k 45.11
2024-06-30 $218k 5.1k 43.01
2024-03-31 $243k 5.7k 42.78
2023-12-31 $500k 12k 41.51
2023-09-30 $468k 12k 38.93
2023-06-30 $488k 12k 40.41
2023-03-31 $475k 12k 39.86
2022-12-31 $572k 15k 38.01
2022-09-30 $581k 16k 36.64
2022-06-30 $665k 17k 38.97
2022-03-31 $724k 17k 42.99
2021-12-31 $811k 18k 45.48
2021-09-30 $765k 17k 44.76
2021-06-30 $791k 18k 45.03
2021-03-31 $776k 18k 43.55
2020-12-31 $757k 18k 43.18
2020-09-30 $726k 18k 41.05
2020-06-30 $639k 16k 39.85
2020-03-31 $667k 18k 36.75
2019-12-31 $849k 21k 40.14
2019-09-30 $623k 16k 39.27
2019-06-30 $611k 16k 39.04
2019-03-31 $677k 18k 38.06
2018-12-31 $554k 16k 35.66
2018-09-30 $602k 16k 37.86
2018-06-30 $939k 25k 37.54
2018-03-31 $951k 25k 37.76
2017-12-31 $656k 17k 38.01
2017-09-30 $623k 16k 37.99
2017-06-30 $778k 21k 37.29
2017-03-31 $780k 22k 36.35
2016-12-31 $735k 21k 35.21

More positions owned by Northwest Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Northwest Wealth Management

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
Ameriprise Financial
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
TCG Advisory Services
Focus Financial Network
Bank of America Corporation
Advisor Group Holdings
American Trust
Weaver Consulting Group

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