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iShares S&P Moderate Allocation Fund ETF shares owned by Patton Albertson & Miller

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

Historical chart of Patton Albertson & Miller investment in iShares S&P Moderate Allocation Fund ETF

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All positions including iShares S&P Moderate Allocation Fund ETF held by Patton Albertson & Miller 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 Patton Albertson & Miller

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 40k 43.01
2024-03-31 $1.7M 39k 42.78
2023-12-31 $2.3M 56k 41.51
2023-09-30 $1.5M 38k 38.93
2023-06-30 $1.8M 46k 40.41
2023-03-31 $3.0M 75k 39.86
2022-12-31 $5.6M 148k 38.01
2022-09-30 $1.5M 41k 36.61
2022-06-30 $2.4M 62k 38.96
2022-03-31 $4.1M 95k 42.97
2021-12-31 $5.3M 116k 45.47
2021-09-30 $4.1M 93k 44.74
2021-06-30 $5.0M 112k 45.05
2021-03-31 $4.9M 112k 43.55
2020-12-31 $5.2M 119k 43.96
2020-09-30 $5.3M 130k 41.05
2020-06-30 $5.2M 131k 39.87
2020-03-31 $4.8M 131k 36.74
2019-12-31 $5.5M 138k 40.13
2019-09-30 $5.6M 143k 39.29
2019-06-30 $5.7M 148k 38.68
2019-03-31 $5.9M 156k 38.06
2018-12-31 $6.6M 178k 36.99
2018-09-30 $1.2M 32k 36.05
2018-06-30 $1.2M 32k 37.53
2018-03-31 $1.3M 35k 37.78
2017-12-31 $1.6M 42k 38.05
2017-09-30 $1.6M 42k 37.95
2017-06-30 $1.6M 43k 37.62
2017-03-31 $1.7M 45k 36.68
2016-12-31 $1.4M 40k 35.23
2016-09-30 $1.4M 40k 36.10
2016-06-30 $1.2M 35k 35.30

More positions owned by Patton Albertson & Miller

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Covenant Logistics Group Cl A (CVLG)
Kla Corp Com New (KLAC)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
McKesson Corporation (MCK)
United Rentals (URI)
JPMorgan Chase & Co. (JPM)
Danaher Corporation (DHR)
Quanta Services (PWR)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Patton Albertson & Miller

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
BlackRock
LPL Financial
Morgan Stanley
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