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iShares S&P Moderate Allocation Fund ETF shares owned by Strategic Financial

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

Historical chart of Strategic Financial 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 Strategic Financial 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 Strategic Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 31k 41.51
2023-09-30 $1.2M 31k 38.93
2023-06-30 $1.2M 31k 40.41
2023-03-31 $1.2M 31k 39.86
2022-12-31 $1.2M 31k 38.01
2022-09-30 $1.2M 33k 36.61
2022-06-30 $1.3M 32k 38.96
2022-03-31 $1.4M 34k 42.96
2021-12-31 $1.5M 33k 45.47
2021-09-30 $1.5M 33k 44.74
2021-06-30 $1.6M 35k 45.06
2021-03-31 $1.6M 36k 43.56
2020-12-31 $1.5M 35k 43.21
2020-09-30 $1.3M 32k 41.05
2020-06-30 $1.2M 31k 39.87
2020-03-31 $1.1M 29k 36.75
2019-12-31 $1.2M 29k 40.13
2019-09-30 $1.1M 29k 39.29
2019-06-30 $1.1M 29k 39.03
2019-03-31 $1.1M 28k 38.07
2018-12-31 $1.0M 28k 35.68
2018-09-30 $985k 26k 37.88
2018-06-30 $930k 25k 37.51
2018-03-31 $820k 22k 37.78
2017-12-31 $828k 22k 38.04
2017-09-30 $878k 23k 37.95
2017-06-30 $836k 22k 37.28
2017-03-31 $861k 24k 36.34
2016-12-31 $893k 25k 35.21
2016-09-30 $897k 25k 36.10
2016-06-30 $531k 15k 35.31
2016-03-31 $517k 15k 34.79
2015-12-31 $445k 13k 34.07

More positions owned by Strategic Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ecolab (ECL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Strategic Financial

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Royal Bank of Canada
Advisor Group Holdings
Weitzel Financial Services
Wells Fargo & Company
Bank of America Corporation
Ameriprise Financial
Cambridge Investment Research Advisors
Weaver Consulting Group
Focus Financial Network
Commonwealth Equity Services
AlTi Global
Investment Advisory Group

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