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iShares S&P Moderate Allocation Fund ETF shares owned by Cogent Private Wealth

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Cogent Private Wealth from 13F filings

Historical chart of Cogent Private Wealth 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 Cogent Private Wealth 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 Cogent Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.7M 53k 49.89

More positions owned by Cogent Private Wealth

American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Avantis Moderat (AVMA)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core 60 Bala Etf (AOR)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
American Centy Etf Tr Avantis All Eqt (AVGE)
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)
Apple (AAPL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)

View all positions for Cogent Private Wealth

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Wells Fargo & Company
AJ Advisors
Bank of America Corporation
Ameriprise Financial
Cetera Investment Advisers
Wedbush Morgan Securities
Weaver Consulting Group
Investment Advisory Group
Advisor Group Holdings

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