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iShares S&P Moderate Allocation Fund ETF shares owned by Enclave Advisors

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

Historical chart of Enclave Advisors 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 Enclave Advisors 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 Enclave Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 47k 47.73
2025-09-30 $2.3M 48k 47.58

More positions owned by Enclave Advisors

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust State Street Spd (XAR)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Index Fds Growth Etf (VUG)
Wal-Mart Stores (WMT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Enclave Advisors

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Wells Fargo & Company
Foundations Investment Advisors
Raymond James Financial
Weitzel Financial Services
Royal Bank of Canada
Ameriprise Financial
TCG Advisory Services
AJ Advisors
Cetera Investment Advisers
Weaver Consulting Group
Investment Advisory Group
Commonwealth Equity Services
Advisor Group Holdings

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