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iShares S&P Moderate Allocation Fund ETF shares owned by Advisortrust Partners

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

Historical chart of Advisortrust Partners 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 Advisortrust Partners 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 Advisortrust Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $26k 550 47.37

More positions owned by Advisortrust Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Tr Us Telecom Etf (IYZ)
Broadcom (AVGO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Gold Tr Gold Shs (GLD)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Target Corporation (TGT)
PNC Financial Services (PNC)
Merck & Co (MRK)
Amgen (AMGN)
Prologis (PLD)

View all positions for Advisortrust Partners

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Raymond James Financial
Royal Bank of Canada
Weitzel Financial Services
Wells Fargo & Company
Bank of America Corporation
AJ Advisors
Ameriprise Financial
Kavar Capital Partners Group
Cetera Investment Advisers
Weaver Consulting Group
Commonwealth Equity Services

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