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

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

Historical chart of American Trust 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 Trust 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 Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $345k 8.3k 41.51
2023-09-30 $289k 7.4k 38.93
2023-03-31 $290k 7.2k 40.03
2022-12-31 $269k 7.1k 38.01
2022-09-30 $260k 7.1k 36.58
2022-06-30 $1.4M 37k 38.97

More positions owned by American Trust

Vanguard S&p 500 Equities (VOO)
Ishares Core Dividend Growth Equities (DGRO)
Idacorp Equities (IDA)
Vanguard Intermed Term Bond Etf Equities (BIV)
Vanguard Mid Cap Etf Equities (VO)
Vanguard Small Cap Etf Equities (VB)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Schwab Us Large Cap Equities (SCHX)
Vanguard Ftse Developed Markets Equities (VEA)
Schwab Us Dividend Equity Equities (SCHD)
Vanguard Mega Cap Growth ETF Equities (MGK)
Vanguard Intermediate Term Gove Equities (VGIT)
Vanguard Mortgage-backed Secs E Equities (VMBS)
Vanguard Intermediate-term Corp Equities (VCIT)
Ishares Edge Msci Usa Quality F Equities (QUAL)

View all positions for American Trust

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
Consilium Wealth Advisory
Commonwealth Equity Services
Investment Advisory Group
Brookstone Capital Management

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