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iShares S&P Moderate Allocation Fund ETF shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth Partners 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 Stratos Wealth Partners 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $528k 11k 47.73
2025-09-30 $526k 11k 47.58
2025-06-30 $484k 11k 46.04
2025-03-31 $450k 10k 43.88
2024-12-31 $490k 11k 43.44
2024-09-30 $503k 11k 45.11
2024-06-30 $489k 11k 43.01
2024-03-31 $478k 11k 42.78
2023-12-31 $456k 11k 41.51
2023-09-30 $416k 11k 38.93
2023-06-30 $424k 11k 40.41
2023-03-31 $424k 11k 39.86
2022-12-31 $410k 11k 38.01
2022-09-30 $395k 11k 36.65
2022-06-30 $570k 15k 38.99
2022-03-31 $679k 16k 42.94
2021-12-31 $745k 16k 45.47
2021-09-30 $722k 16k 44.73
2021-06-30 $707k 16k 45.05
2021-03-31 $658k 15k 43.56
2020-12-31 $653k 15k 43.23
2020-09-30 $575k 14k 41.08
2020-06-30 $601k 15k 39.89
2020-03-31 $442k 12k 36.76
2019-12-31 $661k 17k 40.13
2018-12-31 $1.8M 51k 35.68
2018-09-30 $42k 1.1k 37.50
2018-03-31 $42k 1.1k 37.50
2017-12-31 $79k 2.1k 38.16
2015-06-30 $1.3M 38k 35.26
2015-03-31 $1.3M 38k 35.66
2014-12-31 $2.4M 69k 35.17

More positions owned by Stratos Wealth Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Intl (IDEV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Stratos Wealth Partners

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Wells Fargo & Company
Foundations Investment Advisors
Raymond James Financial
Ameriprise Financial
Weitzel Financial Services
TCG Advisory Services
AJ Advisors
Kavar Capital Partners Group
Cetera Investment Advisers
Weaver Consulting Group
Investment Advisory Group
Commonwealth Equity Services
Advisor Group Holdings

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