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iShares S&P Moderate Allocation Fund ETF shares owned by Kavar Capital Partners Group

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

Historical chart of Kavar Capital Partners 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 Kavar Capital Partners 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 Kavar Capital Partners Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 269k 45.11
2023-12-31 $11M 275k 41.51

More positions owned by Kavar Capital Partners Group

Apple (AAPL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
NVIDIA Corporation (NVDA)
Thermo Fisher Scientific (TMO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Danaher Corporation (DHR)
Ishares Tr Modert Alloc Etf (AOM)
Procter & Gamble Company (PG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Kavar Capital Partners Group

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Kavar Capital Partners Group
Wells Fargo & Company
TCG Advisory Services
Bank of America Corporation
Advisor Group Holdings
Focus Financial Network
Weaver Consulting Group
Cambridge Investment Research Advisors

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