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

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $234k 5.6k 41.51
2023-09-30 $212k 5.4k 38.93
2023-06-30 $275k 6.8k 40.41
2023-03-31 $291k 7.3k 39.86
2022-12-31 $315k 8.3k 38.01
2022-09-30 $246k 6.7k 36.60
2022-06-30 $217k 5.6k 39.04
2022-03-31 $247k 5.7k 43.05
2021-12-31 $302k 6.6k 45.45
2021-09-30 $367k 8.2k 44.75
2021-06-30 $361k 8.0k 44.99
2021-03-31 $350k 8.0k 43.55
2020-12-31 $538k 12k 43.22
2020-09-30 $517k 13k 41.17
2020-06-30 $648k 16k 39.98
2020-03-31 $483k 13k 36.11
2019-12-31 $1.6M 39k 40.27
2019-09-30 $1.7M 42k 39.28
2019-06-30 $963k 25k 39.04
2019-03-31 $1.0M 27k 38.06
2018-12-31 $268k 7.5k 35.92

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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