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iShares S&P Moderate Allocation Fund ETF shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth Planning 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 Tempus Wealth Planning 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 Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $393k 9.0k 43.44
2024-09-30 $404k 9.0k 45.11
2024-06-30 $355k 8.3k 43.01
2022-09-30 $375k 10k 36.63

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Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
Ameriprise Financial
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
TCG Advisory Services
Focus Financial Network
Bank of America Corporation
Advisor Group Holdings
American Trust
Weaver Consulting Group

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