American Capital Advisory »

iShares S&P Moderate Allocation Fund ETF shares owned by American Capital Advisory

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

Historical chart of American Capital Advisory 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 American Capital Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by American Capital Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4k 135 47.59
2025-06-30 $6.2k 135 46.04
2025-03-31 $5.9k 135 43.88
2024-12-31 $5.9k 135 43.44
2024-09-30 $7.4k 164 45.12
2024-06-30 $5.6k 135 41.51
2024-03-31 $5.4k 135 39.87
2023-12-31 $5.6k 135 41.51

More positions owned by American Capital Advisory

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Actively Managed Exc Total Return (GTO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Labcorp Holdings Com Shs (LH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Philip Morris International (PM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl C (GOOG)
State Street Corporation (STT)

View all positions for American Capital Advisory

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Foundations Investment Advisors
Morgan Stanley
Weitzel Financial Services
Royal Bank of Canada
Ameriprise Financial
TCG Advisory Services
Wells Fargo & Company
Advisor Group Holdings
Cetera Investment Advisers
Cambridge Investment Research Advisors
Weaver Consulting Group
Commonwealth Equity Services
Investment Advisory Group

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