Pacific Center for Financial Services »

iShares S&P Moderate Allocation Fund ETF shares owned by Pacific Center for Financial Services

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Pacific Center for Financial Services from 13F filings

Historical chart of Pacific Center for Financial Services 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 Pacific Center for Financial Services 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 Pacific Center for Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $99k 2.4k 41.51
2023-09-30 $93k 2.4k 38.93
2023-06-30 $96k 2.4k 40.41
2023-03-31 $94k 2.4k 39.87
2022-09-30 $86k 2.3k 36.71
2022-06-30 $91k 2.3k 39.02
2022-03-31 $100k 2.3k 42.97
2021-12-31 $106k 2.3k 45.55
2021-09-30 $103k 2.3k 44.53
2021-06-30 $104k 2.3k 45.08
2021-03-31 $100k 2.3k 43.42
2020-12-31 $99k 2.3k 43.16
2020-09-30 $94k 2.3k 41.08
2020-06-30 $91k 2.3k 39.95
2020-03-31 $83k 2.3k 36.56
2019-12-31 $60k 1.5k 40.24
2019-09-30 $59k 1.5k 39.57
2019-06-30 $71k 1.8k 39.12
2019-03-31 $148k 3.9k 38.10
2018-12-31 $148k 4.2k 35.61
2018-09-30 $221k 5.8k 37.87
2018-06-30 $219k 5.8k 37.53
2018-03-31 $220k 5.8k 37.70
2017-12-31 $222k 5.8k 38.05
2017-09-30 $222k 5.8k 38.05
2017-06-30 $243k 6.5k 37.33
2017-03-31 $261k 7.2k 36.35
2016-12-31 $253k 7.2k 35.23

More positions owned by Pacific Center for Financial Services

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard World Mega Grwth Ind (MGK)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Pacific Center for Financial Services

Top funds holding iShares S&P Moderate Allocation Fund ETF

Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Kavar Capital Partners Group
Weitzel Financial Services
Bank of America Corporation
AE Wealth Management
Cambridge Investment Research Advisors
Weaver Consulting Group
AlTi Global
Focus Financial Network
Consilium Wealth Advisory
Commonwealth Equity Services
Investment Advisory Group

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