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iShares S&P Moderate Allocation Fund ETF shares owned by Brookstone Capital Management

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

Historical chart of Brookstone Capital Management 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 Brookstone Capital Management 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 Brookstone Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 72k 47.58
2025-06-30 $3.4M 74k 46.04
2025-03-31 $3.6M 82k 43.88
2024-12-31 $4.0M 93k 43.44
2024-09-30 $4.9M 109k 45.11
2024-06-30 $4.7M 108k 43.58
2024-03-31 $5.1M 119k 42.78
2023-12-31 $4.9M 118k 41.51
2023-09-30 $4.4M 115k 38.08
2023-06-30 $4.5M 113k 39.73
2023-03-31 $4.4M 110k 39.75
2022-12-31 $4.5M 115k 38.93
2022-09-30 $4.0M 111k 36.30
2022-06-30 $5.6M 144k 38.88
2022-03-31 $7.5M 179k 41.84
2021-12-31 $6.0M 134k 44.87
2021-09-30 $5.1M 114k 44.76
2021-06-30 $6.1M 135k 45.10
2021-03-31 $5.8M 134k 43.55
2020-12-31 $13M 298k 43.20
2020-09-30 $5.7M 138k 41.05
2020-06-30 $5.7M 142k 39.87
2020-03-31 $2.5M 69k 36.75
2019-12-31 $3.4M 86k 40.13
2019-09-30 $3.5M 90k 39.29
2019-06-30 $3.6M 92k 39.02
2019-03-31 $3.5M 91k 38.05
2018-12-31 $3.6M 100k 35.68
2018-09-30 $4.7M 124k 37.89
2018-06-30 $4.6M 123k 37.53
2018-03-31 $3.3M 89k 37.77
2017-12-31 $5.8M 151k 38.04
2017-09-30 $2.7M 70k 37.97
2017-06-30 $2.5M 67k 37.27
2017-03-31 $2.2M 60k 36.35
2016-12-31 $1.3M 37k 35.24
2016-09-30 $1.1M 30k 36.21
2016-06-30 $526k 15k 35.32
2016-03-31 $286k 8.0k 35.71

More positions owned by Brookstone Capital Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Northern Lts Fd Tr Iv Brookstone Grwth (BAMG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Northern Lts Fd Tr Iv Brookstone Divid (BAMD)
Northern Lts Fd Tr Iv Brookstone Value (BAMV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Brookstone Capital Management

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