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

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

Historical chart of VitalStone 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 VitalStone 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 VitalStone Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0k 74 40.54
2023-09-30 $3.0k 73 41.10
2023-06-30 $0 183 0.00
2023-03-31 $25k 572 43.71
2022-12-31 $14k 377 37.84

More positions owned by VitalStone Financial

Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Invesco Qqq Trust Series I Etf (QQQ)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vaneck Clo Etf Etf (CLOI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Value Etf Etf (VTV)
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)
Invesco Ultra Short Duration Etf Etf (GSY)
Ishares National Muni Bond Etf Etf (MUB)
Vaneck Oil Services Etf Etf (OIH)
Vanguard Growth Etf Etf (VUG)
Ishares Global Tech Etf Etf (IXN)

View all positions for VitalStone Financial

Top funds holding iShares S&P Moderate Allocation Fund ETF

Raymond James & Associates
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
Consilium Wealth Advisory
Commonwealth Equity Services
Investment Advisory Group

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