Tactical Allocation Group »

iShares S&P Moderate Allocation Fund ETF shares owned by Tactical Allocation Group

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

Historical chart of Tactical Allocation Group 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 Tactical Allocation Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Tactical Allocation Group

Quarter filed Position value Share count Share price at filing
2016-06-30 $566k 16k 35.30
2016-03-31 $562k 16k 34.82
2015-12-31 $552k 16k 34.05
2015-09-30 $543k 16k 33.87
2015-06-30 $603k 17k 35.23
2015-03-31 $631k 18k 35.66
2014-12-31 $759k 22k 35.17
2014-09-30 $761k 22k 34.92
2014-06-30 $973k 27k 35.73
2014-03-31 $926k 27k 34.81
2013-12-31 $888k 26k 34.32
2013-09-30 $891k 27k 33.35
2013-06-30 $930k 29k 32.38
2013-03-31 $1.1M 34k 32.83
2012-12-31 $978k 31k 31.72
2012-09-30 $968k 31k 31.57
2012-06-30 $926k 30k 30.61
2012-03-31 $939k 30k 31.21
2011-12-31 $945k 32k 29.89
2011-09-30 $892k 31k 28.92
2011-06-30 $1.0M 34k 30.59
2011-03-31 $1.2M 39k 30.52

More positions owned by Tactical Allocation Group

iShares Russell 1000 Growth Index (IWF)
Vanguard Short Term Corporate Bond ETF (VCSH)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Db-x Msci Eafe Currency-hedged (DBEF)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares S&P 100 Index (OEF)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
Ishares Tr cmn (STIP)
Spdr Short-term High Yield mf (SJNK)
SPDR Dow Jones Global Real Estate (RWO)
iShares Russell 1000 Value Index (IWD)
iShares S&P US Pref Stock Idx Fnd (PFF)
iShares Dow Jones US Real Estate (IYR)
iShares iBoxx $ High Yid Corp Bond (HYG)
iShares S&P Moderate Allocation Fund ETF (AOM)

View all positions for Tactical Allocation Group

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