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iShares S&P Moderate Allocation Fund ETF shares owned by TCG Advisory Services

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by TCG Advisory Services from 13F filings

Historical chart of TCG Advisory Services 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 TCG Advisory Services 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 TCG Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $9.6M 222k 43.01
2024-03-31 $204k 4.8k 42.78

More positions owned by TCG Advisory Services

NVIDIA Corporation Put Option (NVDA)
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American Centy Etf Tr Us Large Cap Vlu (AVLV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Intuitive Surgical Com New (ISRG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Value Etf (VTV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Exxon Mobil Corporation (XOM)

View all positions for TCG Advisory Services

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