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iShares S&P Moderate Allocation Fund ETF shares owned by Retireful

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

Historical chart of Retireful 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 Retireful 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 Retireful

Quarter filed Position value Share count Share price at filing
2026-03-31 $651k 14k 47.37
2024-12-31 $4.4M 101k 43.44
2024-03-31 $3.3M 77k 42.78
2023-09-30 $5.2M 128k 40.41
2023-06-30 $5.2M 128k 40.41
2023-03-31 $1.7M 42k 39.86
2022-03-31 $873k 20k 42.95

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View all positions for Retireful

Top funds holding iShares S&P Moderate Allocation Fund ETF

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

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