R2 Capital Strategies »

iShares S&P Moderate Allocation Fund ETF shares owned by R2 Capital Strategies

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by R2 Capital Strategies from 13F filings

Historical chart of R2 Capital Strategies 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 R2 Capital Strategies 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 R2 Capital Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 27k 49.89

More positions owned by R2 Capital Strategies

Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust ST STR PR SP1500 (SPTM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Microsoft Corporation (MSFT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Proshares Tr Ultrpro S&p500 (UPRO)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for R2 Capital Strategies

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Wells Fargo & Company
Bank of America Corporation
AJ Advisors
Ameriprise Financial
Kavar Capital Partners Group
Cetera Investment Advisers
Weaver Consulting Group
Commonwealth Equity Services
Advisor Group Holdings

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