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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
2024-03-31 $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)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
MGM Resorts International. (MGM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Markel Corporation (MKL)
Dimensional Etf Trust Us Equity Etf (DFUS)
Cisco Systems (CSCO)
State Street Corporation (STT)
Arcos Dorados Holdings Shs Class -a - (ARCO)
Organon & Co Common Stock (OGN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)

View all positions for American Capital Advisory

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Royal Bank of Canada
Advisor Group Holdings
Weitzel Financial Services
Wells Fargo & Company
Bank of America Corporation
Ameriprise Financial
Cambridge Investment Research Advisors
Weaver Consulting Group
Focus Financial Network
Commonwealth Equity Services
AlTi Global
Investment Advisory Group

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