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iShares S&P Moderate Allocation Fund ETF shares owned by Mason & Associates

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

Historical chart of Mason & Associates 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 Mason & Associates 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 Mason & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $381k 8.3k 46.04
2025-06-30 $381k 8.3k 46.04
2025-03-31 $490k 11k 43.88
2024-12-31 $515k 12k 43.44
2024-09-30 $480k 11k 45.11
2024-06-30 $454k 11k 43.01

More positions owned by Mason & Associates

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Mid Cap Etf (VO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Top 200 Etf (IWL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Mason & Associates

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