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iShares S&P Moderate Allocation Fund ETF shares owned by Rockefeller Capital Management

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

Historical chart of Rockefeller Capital Management 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 Rockefeller Capital Management 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 Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $286k 6.0k 47.59
2022-12-31 $748k 20k 37.98
2022-09-30 $77k 2.1k 36.53
2022-06-30 $127k 3.3k 38.84
2021-12-31 $164k 3.6k 45.25

More positions owned by Rockefeller Capital Management

Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
salesforce (CRM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Tidal Trust Iii Rockefeller Glob (RGEF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tidal Trust Iii Rockefeller Us S (RSMC)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Rockefeller Capital Management

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Foundations Investment Advisors
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
Lodestar Private Asset Management

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