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

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

Historical chart of WestEnd 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 WestEnd 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 WestEnd Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $491k 12k 41.51
2023-09-30 $37k 960 38.95
2023-03-31 $25k 623 39.86
2022-12-31 $309k 8.1k 38.01
2022-09-30 $174k 4.8k 36.56
2022-06-30 $338k 8.7k 38.96
2022-03-31 $63k 1.5k 42.97
2021-12-31 $1.2M 27k 45.47
2018-12-31 $40k 1.1k 35.68

More positions owned by WestEnd Advisors

Select Sector Spdr Tr Sbi Heal Common Stock (XLV)
Select Sector Spdr Tr Sbi Int- Common Stock (XLK)
Vanguard Intl Equity Index F A Common Stock (VEU)
Vanguard Intl Equity Index F P Common Stock (VPL)
Select Sector Spdr Tr Communic Common Stock (XLC)
Select Sector Spdr Tr Sbi Cons Common Stock (XLP)
Select Sector Spdr Tr Sbi Cons Common Stock (XLY)
Ishares Tr Lehman 3-7 Yr Common Stock (IEI)
ISHARES TR 20 plus YR TRS BD Common Stock (TLT)
Ishares Tr 7-10 Yr Trs Bd Common Stock (IEF)
Select Sector Spdr Tr Sbi Int- Common Stock (XLU)
Vanguard Scottsdale Fds Int-te Common Stock (VCIT)
Ishares Tr Trs Flt Rt Bd Common Stock (TFLO)
Ishares Tr Core Msci Euro Common Stock (IEUR)
Amazon Common Stock (AMZN)

View all positions for WestEnd 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
Brookstone Capital Management

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