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iShares S&P Moderate Allocation Fund ETF shares owned by Win Advisors

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

Historical chart of Win Advisors 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 Win Advisors 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 Win Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 35k 41.51
2023-03-31 $3.1M 78k 39.90
2022-03-31 $3.0M 69k 42.97

More positions owned by Win Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
American Centy Etf Tr Focused Dynamic (FDG)
Wisdomtree Tr Us Largecap Fund (EPS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
American Centy Etf Tr Us Quality Grow (QGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Win Advisors

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Foundations Investment Advisors
Weitzel Financial Services
Royal Bank of Canada
Ameriprise Financial
TCG Advisory Services
Wells Fargo & Company
Advisor Group Holdings
Cetera Investment Advisers
Cambridge Investment Research Advisors
Weaver Consulting Group
Commonwealth Equity Services
Investment Advisory Group
Lodestar Private Asset Management

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