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iShares S&P Moderate Allocation Fund ETF shares owned by Ascent Group

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

Historical chart of Ascent Group 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 Ascent Group 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 Ascent Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $455k 9.5k 47.73
2025-09-30 $454k 9.5k 47.58
2025-06-30 $379k 8.2k 46.04
2025-03-31 $362k 8.2k 43.88

More positions owned by Ascent Group

Spdr Series Trust State Street Spd (SPYM)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Emng Mkts Eqt (EMGF)
Vanguard World Mega Cap Index (MGC)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Ascent Group

Top funds holding iShares S&P Moderate Allocation Fund ETF

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

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