Kavar Capital Partners Group »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2026-03-31 $12M 260k 47.37
2025-06-30 $12M 268k 46.04
2024-09-30 $12M 269k 45.11
2023-12-31 $11M 275k 41.51

More positions owned by Kavar Capital Partners Group

Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Caterpillar (CAT)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Thermo Fisher Scientific (TMO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
JPMorgan Chase & Co. (JPM)

View all positions for Kavar Capital Partners Group

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