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iShares S&P Moderate Allocation Fund ETF shares owned by Wealthgarden F.s

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

Historical chart of Wealthgarden F.s 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 Wealthgarden F.s 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 Wealthgarden F.s

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 4.2k 48.45
2025-09-30 $202k 4.2k 47.84

More positions owned by Wealthgarden F.s

NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Dynamic Eqty Act (BDYN)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr State Street Tec (XLK)
Spdr Series Trust State Street Spd (SJNK)
American Centy Etf Tr Avantis Emgmkt (AVEM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Wealthgarden F.s

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Wells Fargo & Company
Foundations Investment Advisors
Raymond James Financial
Ameriprise Financial
Weitzel Financial Services
Royal Bank of Canada
TCG Advisory Services
AJ Advisors
Cetera Investment Advisers
Weaver Consulting Group
Investment Advisory Group
Commonwealth Equity Services
Advisor Group Holdings

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