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

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

Historical chart of Premier 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 Premier 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 Premier Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $395k 8.3k 47.37

More positions owned by Premier Private Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust State Street Spd (SDY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Msci Eafe (IEFA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust State Street Spd (SPSM)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ssga Active Etf Tr State Street Dou (TOTL)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Fidelity Covington Trust Enhanced Intl (FENI)
Apple (AAPL)
Select Sector Spdr Tr State Street Rea (XLRE)

View all positions for Premier Private Wealth Management

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Foundations Investment Advisors
Raymond James Financial
Ameriprise Financial
Weitzel Financial Services
Wells Fargo & Company
TCG Advisory Services
AJ Advisors
Kavar Capital Partners Group
Cetera Investment Advisers
Weaver Consulting Group
Commonwealth Equity Services
Lodestar Private Asset Management
Investment Advisory Group

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