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iShares S&P Moderate Allocation Fund ETF shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $410k 9.5k 43.01
2024-03-31 $408k 9.5k 42.78
2023-12-31 $394k 9.5k 41.51
2023-09-30 $369k 9.5k 38.93
2023-06-30 $305k 7.6k 40.41
2023-03-31 $301k 7.6k 39.86
2022-12-31 $281k 7.4k 38.01
2022-09-30 $1.4M 39k 36.60
2022-06-30 $1.1M 28k 38.95
2022-03-31 $1.7M 40k 42.96
2021-12-31 $2.3M 50k 45.48
2021-09-30 $1.3M 30k 44.72
2021-03-31 $1.1M 25k 43.55
2020-09-30 $779k 19k 41.04
2020-06-30 $790k 20k 39.88
2020-03-31 $689k 19k 36.72
2019-12-31 $753k 19k 40.13
2019-09-30 $727k 19k 39.25
2019-06-30 $778k 20k 39.02
2019-03-31 $754k 20k 38.01
2018-12-31 $647k 18k 35.68
2018-09-30 $683k 18k 37.86
2018-06-30 $672k 18k 37.54
2018-03-31 $676k 18k 37.77
2017-12-31 $680k 18k 37.99
2017-09-30 $679k 18k 37.93
2017-06-30 $667k 18k 37.26
2017-03-31 $650k 18k 36.31
2016-12-31 $630k 18k 35.20

More positions owned by Steward Partners Investment Advisory

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Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Steward Partners Investment Advisory

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Kavar Capital Partners Group
Wells Fargo & Company
TCG Advisory Services
Bank of America Corporation
Advisor Group Holdings
Focus Financial Network
Weaver Consulting Group
Cambridge Investment Research Advisors

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