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

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

Historical chart of SimpliFi 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 SimpliFi 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 SimpliFi

Quarter filed Position value Share count Share price at filing
2024-03-31 $499k 12k 42.78
2023-12-31 $426k 11k 38.93
2023-09-30 $426k 11k 38.93
2023-06-30 $447k 11k 40.41
2023-03-31 $348k 8.7k 39.86
2022-12-31 $261k 6.9k 38.01
2022-09-30 $414k 11k 36.57
2022-06-30 $439k 11k 38.98
2022-03-31 $467k 11k 42.98
2021-12-31 $494k 11k 45.44
2021-09-30 $302k 6.8k 44.67
2021-06-30 $290k 6.4k 45.02

More positions owned by SimpliFi

Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Specialized Funds Div App Etf (VIG)
Etf Ser Solutions Distillate Us (DSTL)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Graniteshares Etf Tr Hips Us High Inc (HIPS)
Wisdomtree Tr Em Mkts Qtly Div (DGRE)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for SimpliFi

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
Consilium Wealth Advisory
Commonwealth Equity Services
Investment Advisory Group

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