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

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

Historical chart of Wealth Forward investment in iShares S&P Moderate Allocation Fund ETF

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025400k450k500k9k10k11k12k
Value ($)Share countHistorical AOM position of Wealth Forward Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Wealth Forward 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 Wealth Forward

Quarter filed Position value Share count Share price at filing
2024-12-31 $386k 8.9k 43.44
2024-09-30 $481k 11k 45.11
2024-06-30 $490k 11k 43.01
2024-03-31 $514k 12k 42.78
2023-12-31 $520k 13k 41.51

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Ishares Tr S&p 100 Etf (OEF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Grwt Allocat Etf (AOR)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Ishares Tr Aggres Alloc Etf (AOA)
Us Bancorp Del Com New (USB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Wealth Forward

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
Bank of America Corporation
Advisor Group Holdings
American Trust
Weaver Consulting Group
Cambridge Investment Research Advisors

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