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iShares S&P Moderate Allocation Fund ETF shares owned by Vestmark Advisory Solutions

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

Historical chart of Vestmark Advisory Solutions 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 Vestmark Advisory Solutions 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 Vestmark Advisory Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $383k 8.1k 47.37
2025-03-31 $651k 15k 43.88
2022-12-31 $1.7M 44k 38.01
2022-06-30 $525k 14k 38.98