Aveo Capital Partners »

iShares S&P Moderate Allocation Fund ETF shares owned by Aveo Capital Partners

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

Historical chart of Aveo Capital Partners 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 Aveo Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Aveo Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 41k 45.11
2024-06-30 $1.7M 39k 43.01
2024-03-31 $1.7M 40k 42.04
2023-12-31 $1.6M 38k 41.51
2023-09-30 $1.5M 37k 38.93
2023-06-30 $1.6M 38k 40.41
2023-03-31 $1.4M 36k 39.86
2022-12-31 $1.6M 41k 38.01
2022-09-30 $1.5M 40k 36.62
2022-06-30 $1.6M 41k 38.96
2022-03-31 $1.8M 42k 42.97
2021-12-31 $1.9M 43k 45.47
2021-09-30 $2.2M 48k 44.74
2021-06-30 $2.1M 47k 45.05
2021-03-31 $1.8M 42k 43.55
2020-09-30 $1.6M 38k 41.06
2020-03-31 $1.3M 36k 36.73
2019-12-31 $1.4M 34k 40.12
2019-09-30 $1.3M 32k 39.72
2019-06-30 $1.0M 26k 39.00
2019-03-31 $825k 22k 38.07
2018-12-31 $627k 18k 35.68
2018-09-30 $666k 18k 36.52
2018-06-30 $837k 22k 37.52
2018-03-31 $796k 21k 37.79
2017-12-31 $753k 20k 38.03
2017-09-30 $713k 19k 37.97
2017-06-30 $633k 17k 37.29
2017-03-31 $547k 15k 36.38
2016-12-31 $626k 18k 35.25

More positions owned by Aveo Capital Partners

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Proshares Tr Pshs Ult S&p 500 (SSO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aveo Capital Partners

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Kavar Capital Partners Group
Wells Fargo & Company
TCG Advisory Services
Bank of America Corporation
Advisor Group Holdings
Focus Financial Network
Weaver Consulting Group
Cambridge Investment Research Advisors

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