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iShares S&P Moderate Allocation Fund ETF shares owned by Smith Anglin Financial

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

Historical chart of Smith Anglin 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 Smith Anglin 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 Smith Anglin Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 51k 42.78
2023-12-31 $2.6M 62k 41.51
2023-09-30 $2.4M 62k 38.93
2023-06-30 $2.5M 62k 40.41
2023-03-31 $2.5M 63k 39.86
2022-12-31 $2.1M 55k 38.01

More positions owned by Smith Anglin Financial

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr S&p 500 Val Etf (IVE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)

View all positions for Smith Anglin Financial

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