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

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

Historical chart of PFG Private 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 PFG Private 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 PFG Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 5.3k 47.58

More positions owned by PFG Private Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pgim Etf Tr Total Return Bon (PTRB)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Series Trust Msci Usa Strtgic (QUS)
Spdr Series Trust Portfolio Ln Tsr (SPTL)

View all positions for PFG Private Wealth Management

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
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