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iShares S&P Moderate Allocation Fund ETF shares owned by Aventus Investment Advisors

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

Historical chart of Aventus Investment Advisors 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 Aventus Investment Advisors 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 Aventus Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $47 1 47.00
2025-06-30 $17k 470 35.46

More positions owned by Aventus Investment Advisors

Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Short-term Treasury Etf Etf (VGSH)
State Street Technology Select Sector Spdr Etf Etf (XLK)
State Street Financial Select Sector Spdr Etf Etf (XLF)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)
Schwab Short-term Us Treasury Etf Etf (SCHO)
State Street Health Care Select Sector Spdr Etf Etf (XLV)
Ishares Core High Dividend Etf Etf (HDV)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Amazon Stock (AMZN)
Vanguard Growth Etf Etf (VUG)

View all positions for Aventus Investment Advisors

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Raymond James Financial
Royal Bank of Canada
Weitzel Financial Services
Wells Fargo & Company
Bank of America Corporation
AJ Advisors
Ameriprise Financial
Kavar Capital Partners Group
Cetera Investment Advisers
Weaver Consulting Group
Commonwealth Equity Services

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