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

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

Historical chart of Western Wealth Management 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 Western Wealth Management 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.5M 94k 47.73
2022-09-30 $247k 6.7k 36.60
2022-06-30 $217k 5.5k 39.16
2022-03-31 $238k 5.5k 42.94
2019-12-31 $861k 22k 40.13
2019-09-30 $874k 22k 39.32
2019-06-30 $860k 22k 39.09
2019-03-31 $835k 22k 38.04

More positions owned by Western Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPYM)
Nvidia Corp Common Stock (NVDA)
Berkshire Hathaway Common Stock (BRK.B)
Capital Group MF Closed and MF Open (CGDV)
Microsoft Corp Common Stock (MSFT)
State Street MF Closed and MF Open (SPYG)
Amazon Common Stock (AMZN)
SPDR S&P MF Closed and MF Open (SPY)
First Trust MF Closed and MF Open (SDVY)
Alphabet Common Stock (GOOGL)
Ishares S&p MF Closed and MF Open (IVW)
State Street MF Closed and MF Open (SPYV)

View all positions for Western Wealth Management

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Wells Fargo & Company
Foundations Investment Advisors
Raymond James Financial
Weitzel Financial Services
Royal Bank of Canada
Ameriprise Financial
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