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

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

Historical chart of Plan Group Financial 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 Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 27k 45.11
2024-06-30 $1.3M 29k 43.01
2024-03-31 $1.1M 25k 42.78
2023-12-31 $971k 23k 41.51
2023-09-30 $958k 25k 38.93

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Dimensional Etf Trust Inflation Prote (DFIP)

View all positions for Plan Group Financial

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