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iShares S&P Moderate Allocation Fund ETF shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial 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 Pensionmark Financial 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $567k 13k 45.11
2024-06-30 $536k 13k 43.01
2023-12-31 $507k 12k 41.51
2023-09-30 $476k 12k 38.93
2023-06-30 $494k 12k 40.41
2018-12-31 $513k 14k 35.70

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Church & Dwight (CHD)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Ishares Tr Sp Smcp600vl Etf (IJS)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pensionmark Financial 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