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iShares S&P Moderate Allocation Fund ETF shares owned by Capital Asset Managemnet

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

Historical chart of Capital Asset Managemnet 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 Capital Asset Managemnet 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 Capital Asset Managemnet

Quarter filed Position value Share count Share price at filing
2025-12-31 $419k 8.8k 47.73

More positions owned by Capital Asset Managemnet

Vanguard Index Fds Equities (VOO)
Vanguard Index Fds Equities (VTI)
Vanguard Tax-managed Fds Equities (VEA)
Ishares Tr Equities (IVE)
Ishares Tr Equities (IVW)
Ishares Tr Equities (IVV)
Apple Equities (AAPL)
Blackrock Etf Trust Equities (DYNF)
Ishares Equities (IEMG)
Nvidia Corporation Equities (NVDA)
Ishares Tr Equities (IUSB)
Ishares Tr Equities (OEF)
Vanguard Charlotte Fds Equities (BNDX)
Invesco Qqq Tr Equities (QQQ)
Ishares Tr Equities (EFV)

View all positions for Capital Asset Managemnet

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Wells Fargo & Company
Foundations Investment Advisors
Raymond James Financial
Ameriprise Financial
Weitzel Financial Services
TCG Advisory Services
AJ Advisors
Cetera Investment Advisers
Weaver Consulting Group
Investment Advisory Group
Commonwealth Equity Services
Advisor Group Holdings
Lodestar Private Asset Management

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