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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

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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
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 0-3 Mnth Treasry (SGOV)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Proshares Tr Ultra High Yld (UJB)
Alps Etf Tr Equal Sec Etf (EQL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Proshares Tr Pshs Ultruss2000 (UWM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Aveo Capital Partners

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