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

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $516k 11k 47.73
2025-09-30 $528k 11k 47.58
2025-06-30 $373k 8.1k 46.04
2025-03-31 $240k 5.5k 43.88
2023-06-30 $203k 5.0k 40.41
2020-03-31 $440k 12k 36.78

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
State Street Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Fidelity Enhanced International Etf Enhanced Intl (FENI)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Microsoft Corporation (MSFT)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Defined Risk Etf Aptus Defined (DRSK)

View all positions for Waterloo Capital

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Wells Fargo & Company
Foundations Investment Advisors
Raymond James Financial
Weitzel Financial Services
Royal Bank of Canada
Ameriprise Financial
TCG Advisory Services
AJ Advisors
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