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iShares S&P Moderate Allocation Fund ETF shares owned by Evolution Wealth Management

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

Historical chart of Evolution Wealth 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 Evolution Wealth 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 Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $119k 2.5k 47.37
2025-12-31 $5.7k 119 47.73

More positions owned by Evolution Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Listed Fds Tr Shares Core Bd (OVB)
Aim Etf Products Trust Allianzim Buffer (SPBW)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Evolution Wealth Management

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Raymond James Financial
Royal Bank of Canada
Weitzel Financial Services
Wells Fargo & Company
Bank of America Corporation
AJ Advisors
Ameriprise Financial
Kavar Capital Partners Group
Cetera Investment Advisers
Weaver Consulting Group
Commonwealth Equity Services

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