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

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

Historical chart of Vines 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 Vines 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 Vines Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 4.0k 49.89

More positions owned by Vines Capital Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Mmentm (MTUM)
Amazon (AMZN)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Microsoft Corporation (MSFT)
Ishares Tr Core 60 Bala Etf (AOR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Vines Capital Management

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Wells Fargo & Company
AJ Advisors
Bank of America Corporation
Ameriprise Financial
Cetera Investment Advisers
Wedbush Morgan Securities
Weaver Consulting Group
Investment Advisory Group
Advisor Group Holdings

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