Kmg Fiduciary Partners »

iShares S&P Moderate Allocation Fund ETF shares owned by Kmg Fiduciary Partners

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

Historical chart of Kmg Fiduciary Partners 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 Kmg Fiduciary Partners 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 Kmg Fiduciary Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 23k 47.58
2025-06-30 $986k 21k 46.04
2025-03-31 $862k 20k 43.88

More positions owned by Kmg Fiduciary Partners

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust Portfolio S&p500 (SPLG)
Meta Platforms Cl A (META)
Goldman Sachs (GS)
Eli Lilly & Co. (LLY)
Oracle Corporation (ORCL)
Ishares Tr Core Msci Eafe (IEFA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Abbvie (ABBV)

View all positions for Kmg Fiduciary Partners

Top funds holding iShares S&P Moderate Allocation Fund ETF

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

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