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iShares S&P Moderate Allocation Fund ETF shares owned by Patton Albertson & Miller

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

Historical chart of Patton Albertson & Miller investment in iShares S&P Moderate Allocation Fund ETF

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All positions including iShares S&P Moderate Allocation Fund ETF held by Patton Albertson & Miller 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 Patton Albertson & Miller

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 39k 42.78
2023-12-31 $2.3M 56k 41.51
2023-09-30 $1.5M 38k 38.93
2023-06-30 $1.8M 46k 40.41
2023-03-31 $3.0M 75k 39.86
2022-12-31 $5.6M 148k 38.01
2022-09-30 $1.5M 41k 36.61
2022-06-30 $2.4M 62k 38.96
2022-03-31 $4.1M 95k 42.97
2021-12-31 $5.3M 116k 45.47
2021-09-30 $4.1M 93k 44.74
2021-06-30 $5.0M 112k 45.05
2021-03-31 $4.9M 112k 43.55
2020-12-31 $5.2M 119k 43.96
2020-09-30 $5.3M 130k 41.05
2020-06-30 $5.2M 131k 39.87
2020-03-31 $4.8M 131k 36.74
2019-12-31 $5.5M 138k 40.13
2019-09-30 $5.6M 143k 39.29
2019-06-30 $5.7M 148k 38.68
2019-03-31 $5.9M 156k 38.06
2018-12-31 $6.6M 178k 36.99
2018-09-30 $1.2M 32k 36.05
2018-06-30 $1.2M 32k 37.53
2018-03-31 $1.3M 35k 37.78
2017-12-31 $1.6M 42k 38.05
2017-09-30 $1.6M 42k 37.95
2017-06-30 $1.6M 43k 37.62
2017-03-31 $1.7M 45k 36.68
2016-12-31 $1.4M 40k 35.23
2016-09-30 $1.4M 40k 36.10
2016-06-30 $1.2M 35k 35.30

More positions owned by Patton Albertson & Miller

NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Covenant Logistics Group Cl A (CVLG)
Ishares Tr Msci Intl Qualty (IQLT)
United Rentals (URI)
Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Quanta Services (PWR)
Danaher Corporation (DHR)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
McKesson Corporation (MCK)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Patton Albertson & Miller

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