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iShares S&P Moderate Allocation Fund ETF shares owned by Compass Financial Group

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Compass Financial Group from 13F filings

Historical chart of Compass Financial Group 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 Compass Financial Group 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 Compass Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $272k 6.4k 42.78
2023-12-31 $336k 8.1k 41.51
2023-09-30 $337k 8.7k 38.93
2023-06-30 $375k 9.3k 40.41
2023-03-31 $418k 11k 39.86
2022-12-31 $474k 13k 38.01

More positions owned by Compass Financial Group

Vanguard World Consum Stp Etf (VDC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Industrial Etf (VIS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Extend Mkt Etf (VXF)
Fidelity Covington Trust Consmr Staples (FSTA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Annaly Capital Management In Com New (NLY)

View all positions for Compass Financial Group

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