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iShares S&P Moderate Allocation Fund ETF shares owned by Encompass More Asset Management

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

Historical chart of Encompass More Asset 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 Encompass More Asset 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 Encompass More Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $230k 5.5k 41.51

More positions owned by Encompass More Asset Management

Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Strategy Day Hagan Ned Da (SSXU)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Starboard Invt Tr Adaptive Alpha (AGOX)
Select Sector Spdr Tr Technology (XLK)
Legg Mason Etf Invt Royce Quant Sml (SQLV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Strategy Day Hagan Ned (SSFI)
Ishares U S Etf Tr Blackrock Short (MEAR)
Select Sector Spdr Tr Indl (XLI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)

View all positions for Encompass More Asset Management

Top funds holding iShares S&P Moderate Allocation Fund ETF

Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Kavar Capital Partners Group
Weitzel Financial Services
Bank of America Corporation
AE Wealth Management
Cambridge Investment Research Advisors
Weaver Consulting Group
AlTi Global
Focus Financial Network
Commonwealth Equity Services
Investment Advisory Group
Sontag Advisory

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