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iShares S&P Moderate Allocation Fund ETF shares owned by TrueNorth

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

Historical chart of TrueNorth 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 TrueNorth 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 TrueNorth

Quarter filed Position value Share count Share price at filing
2025-09-30 $168k 4.0k 42.29
2025-06-30 $498k 11k 44.31
2025-03-31 $394k 9.4k 42.01
2024-12-31 $391k 9.4k 41.61

More positions owned by TrueNorth

Vanguard Large Cap Etf (VV)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)
Ishares Tr Kld 400 Social Index Etf (DSI)
Schwab US Large-Cap ETF Etf (SCHX)
Vanguard Esg International Stock Etf Etf (VSGX)
Vanguard Esg U.s. Stock Etf Etf (ESGV)
Vanguard Total International Stock Etf Etf (VXUS)
JPMorgan Core Plus Bond ETF Etf (JCPB)
Invesco BulletShares 2030 Corp Bd ETF Etf (BSCU)
Invesco BulletShares 2029 Corp Bd ETF Etf (BSCT)
Schwab US Broad Market ETF Etf (SCHB)
SPDR S&P 500 ETF Trust Etf (SPY)
Schwab US Dividend Equity ETF Etf (SCHD)
Vanguard Total Bond Market ETF Etf (BND)

View all positions for TrueNorth

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Foundations Investment Advisors
Morgan Stanley
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

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