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iShares S&P Moderate Allocation Fund ETF shares owned by One Capital Management

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

Historical chart of One Capital 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 One Capital 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 One Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 38k 41.51
2023-09-30 $2.2M 56k 38.93
2023-06-30 $2.6M 65k 40.41
2023-03-31 $1.9M 47k 39.86
2022-12-31 $1.7M 45k 38.01
2022-09-30 $357k 9.8k 36.54
2022-06-30 $213k 5.5k 38.86

More positions owned by One Capital Management

Ishares 5-10y I/g Corp Bd Ishs 5-10yr Invt (IGIB)
Ishares Natl Muni Bnd Etf National Mun Etf (MUB)
Wisdom Intl Qlty Div Gwth Intl Qulty Div (IQDG)
Wisdomtree Us Qlty Div Gw Us Qtly Div Grt (DGRW)
Ishares 1-5y I/g Corp Bnd Ishs 1-5yr Invs (IGSB)
Invesco Qqq Trust Unit Ser 1 (QQQ)
FundX ETF Fundx Etf (XCOR)
First Trust Senr Loan Etf Senior Ln Fd (FTSL)
First Tr Tactical H/y Etf First Tr Ta Hiyl (HYLS)
FundX Flexible ETF Flexible Etf (XFLX)
Schwab Str Us L/c Gwt Etf Us Lcap Gr Etf (SCHG)
Ishares Russ M/cap Vl Ind Rus Mdcp Val Etf (IWS)
Vanguard Growth Etf Growth Etf (VUG)
Vanguard Mega Cap Gr Mega Grwth Ind (MGK)
Ishares Russ 200 Grow Etf Rus Tp200 Gr Etf (IWY)

View all positions for One Capital 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
Brookstone Capital Management

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