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iShares S&P Moderate Allocation Fund ETF shares owned by Aspiriant

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

Historical chart of Aspiriant 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 Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 58k 42.78
2023-12-31 $2.6M 62k 41.51
2023-09-30 $2.4M 62k 38.93
2023-06-30 $2.5M 62k 40.41
2023-03-31 $2.5M 62k 39.86
2022-12-31 $2.5M 65k 38.01
2022-09-30 $3.0M 83k 36.61
2022-06-30 $2.9M 75k 38.95
2022-03-31 $7.8M 182k 42.96
2021-12-31 $7.9M 174k 45.47
2021-09-30 $8.4M 187k 44.74
2021-06-30 $8.2M 183k 45.06
2021-03-31 $7.9M 183k 43.55
2020-12-31 $7.9M 183k 43.19
2020-09-30 $7.9M 191k 41.05
2020-06-30 $8.0M 201k 39.87
2020-03-31 $600k 16k 36.75

More positions owned by Aspiriant

Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Aspiriant

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
Focus Financial Network
Commonwealth Equity Services
Investment Advisory Group
Brookstone Capital Management

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