Walser Wealth Management Company, A Ltd Liability »

iShares S&P Moderate Allocation Fund ETF shares owned by Walser Wealth Management Company, A Ltd Liability

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Walser Wealth Management Company, A Ltd Liability from 13F filings

Historical chart of Walser Wealth Management Company, A Ltd Liability 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 Walser Wealth Management Company, A Ltd Liability 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 Walser Wealth Management Company, A Ltd Liability

Quarter filed Position value Share count Share price at filing
2026-03-31 $221k 4.7k 47.37

More positions owned by Walser Wealth Management Company, A Ltd Liability

Spdr Gold Tr Gold Shs (GLD)
Ishares Silver Tr Ishares (SLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Global X Fds Global X Uranium (URA)
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)
Sprott Fds Tr Uranium Miners E (URNM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Freeport Mcmoran CL B (FCX)
NVIDIA Corporation (NVDA)
Teucrium Commodity Tr Wheat Fd (WEAT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Teucrium Commodity Tr Corn Fd Shs (CORN)
Ishares Tr Ibonds 2026 Term (IBHF)
Vaneck Etf Trust Uranium And Nucl (NLR)

View all positions for Walser Wealth Management Company, A Ltd Liability

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Raymond James Financial
Royal Bank of Canada
Weitzel Financial Services
Wells Fargo & Company
Bank of America Corporation
AJ Advisors
Ameriprise Financial
Kavar Capital Partners Group
Cetera Investment Advisers
Weaver Consulting Group
Commonwealth Equity Services

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