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iShares S&P Moderate Allocation Fund ETF shares owned by Westmount Partners

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

Historical chart of Westmount Partners 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 Westmount Partners 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 Westmount Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $338k 7.1k 47.73
2025-09-30 $331k 6.9k 47.74
2025-06-30 $201k 4.4k 46.04
2025-03-31 $210k 4.8k 43.88

More positions owned by Westmount Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Caci Intl Cl A (CACI)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Total Stk Mkt (VTI)
Wal-Mart Stores (WMT)
International Business Machines (IBM)

View all positions for Westmount Partners

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