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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
2024-09-30 $480k 11k 45.11
2024-06-30 $454k 11k 43.01

More positions owned by Mason & Associates

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr S&p 500 Grwt Etf (IVW)
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)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)

View all positions for Mason & Associates

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
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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