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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

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
2024-09-30 $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)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 100 Etf (OEF)
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)
Ishares Tr Aggres Alloc Etf (AOA)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Us Bancorp Del Com New (USB)
Alerus Finl (ALRS)

View all positions for Wealth Forward

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Kavar Capital Partners Group
Wells Fargo & Company
TCG Advisory Services
Bank of America Corporation
Advisor Group Holdings
Focus Financial Network
Weaver Consulting Group
Cambridge Investment Research Advisors

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