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iShares S&P Moderate Allocation Fund ETF shares owned by Transcendent Capital Group

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

Historical chart of Transcendent Capital Group 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 Transcendent Capital Group 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 Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $14k 334 41.51
2023-12-31 $14k 334 41.51

More positions owned by Transcendent Capital Group

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Large-cap Etf Large Cap Etf (VV)
Spdr Gold Shares Gold Shs (GLD)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Ishares Tr Cohen Steer Reit Cohen Steer Reit (ICF)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Short-term Corporate Bond Etf Shrt Trm Corp Bd (VCSH)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Pacer Us Small Cap Cash Cows 100 Etf Pacer Us Small (CALF)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard Intermediate-term Corporate Bond Etf Int-term Corp (VCIT)
Ishares Tr S&p 100 Etf S&p 100 Etf (OEF)

View all positions for Transcendent Capital Group

Top funds holding iShares S&P Moderate Allocation Fund ETF

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
Sontag Advisory
Brookstone Capital Management

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