Phil A. Younker & Associates »

iShares S&P Moderate Allocation Fund ETF shares owned by Phil A. Younker & Associates

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Phil A. Younker & Associates from 13F filings

Historical chart of Phil A. Younker & Associates 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 Phil A. Younker & Associates 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 Phil A. Younker & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $360k 7.6k 47.37

More positions owned by Phil A. Younker & Associates

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core 60/40 Balan (AOR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ssga Active Etf Tr State Street Glo (GAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
British Amern Tob Sponsored Adr (BTI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Boeing Company (BA)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Phil A. Younker & Associates

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Raymond James Financial
Royal Bank of Canada
Weitzel Financial Services
Wells Fargo & Company
Bank of America Corporation
AJ Advisors
Ameriprise Financial
Kavar Capital Partners Group
Cetera Investment Advisers
Weaver Consulting Group
Commonwealth Equity Services

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