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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

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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
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 Eqt Mk (DFAI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Invesco Actively Managed Exc Total Return (GTO)
Labcorp Holdings Com Shs (LH)
Philip Morris International (PM)
Vanguard Index Fds Growth Etf (VUG)
Markel Corporation (MKL)
Meta Platforms Cl A (META)
MGM Resorts International. (MGM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for American Capital Advisory

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Kavar Capital Partners Group
Wells Fargo & Company
TCG Advisory Services
Bank of America Corporation
Advisor Group Holdings
Focus Financial Network
Weaver Consulting Group
Cambridge Investment Research Advisors

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