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iShares S&P Moderate Allocation Fund ETF shares owned by Octavia Wealth Advisors

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

Historical chart of Octavia Wealth Advisors 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 Octavia Wealth Advisors 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 5.4k 47.58
2023-09-30 $277k 7.1k 38.93

More positions owned by Octavia Wealth Advisors

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Cr 5 10 Yr Etf (IMTB)
Ishares Tr Core Us Aggbd Et (AGG)
Starboard Invt Tr Adaptive Alpha (AGOX)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Amazon (AMZN)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)

View all positions for Octavia Wealth Advisors

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