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iShares S&P Moderate Allocation Fund ETF shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital Wealth 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 Pacific Capital Wealth 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 Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $21k 502 41.52
2020-09-30 $76k 1.9k 41.08

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Pacific Capital Wealth Advisors

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Royal Bank of Canada
Kavar Capital Partners Group
Advisor Group Holdings
Weitzel Financial Services
Wells Fargo & Company
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

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