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iShares S&P Moderate Allocation Fund ETF shares owned by Austin Private Wealth

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

Historical chart of Austin Private Wealth 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 Austin Private Wealth 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 Austin Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $331k 7.0k 47.58
2025-06-30 $320k 7.0k 46.04
2025-03-31 $305k 7.0k 43.88
2024-12-31 $326k 7.5k 43.44
2024-09-30 $339k 7.5k 45.11
2024-06-30 $323k 7.5k 43.01

More positions owned by Austin Private Wealth

Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Nuveen Ice Munic (TFI)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for Austin Private Wealth

Top funds holding iShares S&P Moderate Allocation Fund ETF

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

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