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iShares S&P Moderate Allocation Fund ETF shares owned by RTD Financial Advisors

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

Historical chart of RTD Financial Advisors 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 RTD Financial Advisors 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 RTD Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $504k 12k 42.78
2023-12-31 $490k 12k 41.51
2023-09-30 $571k 15k 38.93
2023-06-30 $628k 16k 40.41
2023-03-31 $374k 9.4k 39.86
2022-12-31 $358k 9.4k 38.01
2022-09-30 $663k 18k 36.62
2022-06-30 $807k 21k 38.96
2022-03-31 $930k 22k 42.95
2021-12-31 $935k 21k 45.46

More positions owned by RTD Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Actively Managed Etf Total Return (GTO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for RTD Financial Advisors

Top funds holding iShares S&P Moderate Allocation Fund ETF

Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Kavar Capital Partners Group
Weitzel Financial Services
Bank of America Corporation
AE Wealth Management
Cambridge Investment Research Advisors
Weaver Consulting Group
AlTi Global
Focus Financial Network
Commonwealth Equity Services
Investment Advisory Group
Brookstone Capital Management

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