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

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

Historical chart of Garrett Investment 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 Garrett Investment 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 Garrett Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $252k 5.8k 43.44
2024-09-30 $213k 4.7k 45.11

More positions owned by Garrett Investment Advisors

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Wisdomtree Tr Intl Qulty Div (IQDG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Apple (AAPL)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)

View all positions for Garrett Investment Advisors

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
Ameriprise Financial
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
TCG Advisory Services
Focus Financial Network
Bank of America Corporation
Advisor Group Holdings
American Trust
Weaver Consulting Group

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