iShares S&P Moderate Allocation Fund ETF shares owned by CWM
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by CWM
from 13F filings
Historical chart of CWM investment in iShares S&P Moderate Allocation Fund ETF
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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 25k | 42.78 |
| 2023-12-31 | $1.0M | 25k | 41.52 |
| 2023-09-30 | $498k | 13k | 38.90 |
| 2023-06-30 | $517k | 13k | 40.43 |
| 2023-03-31 | $376k | 9.4k | 39.87 |
| 2022-12-31 | $759k | 20k | 38.00 |
| 2022-09-30 | $300k | 8.2k | 36.57 |
| 2022-06-30 | $1.4M | 35k | 38.96 |
| 2022-03-31 | $169k | 3.9k | 42.90 |
| 2021-12-31 | $166k | 3.6k | 45.57 |
| 2021-06-30 | $101k | 2.2k | 45.13 |
| 2021-03-31 | $101k | 2.2k | 45.13 |
| 2020-12-31 | $101k | 2.2k | 45.13 |
| 2020-09-30 | $101k | 2.2k | 45.13 |
| 2020-06-30 | $54k | 1.4k | 39.79 |
| 2020-03-31 | $101k | 2.2k | 45.13 |
| 2019-12-31 | $101k | 2.2k | 45.13 |
| 2019-09-30 | $101k | 2.2k | 45.13 |
| 2019-06-30 | $101k | 2.2k | 45.13 |
| 2019-03-31 | $101k | 2.2k | 45.13 |
| 2018-12-31 | $72k | 2.0k | 35.68 |
| 2018-09-30 | $49k | 1.3k | 38.13 |
| 2018-06-30 | $43k | 1.1k | 37.72 |
| 2018-03-31 | $43k | 1.1k | 37.72 |
| 2017-12-31 | $43k | 1.1k | 37.72 |
| 2017-09-30 | $43k | 1.1k | 37.72 |
| 2017-06-30 | $35k | 940 | 37.23 |
| 2017-03-31 | $34k | 940 | 36.17 |
| 2016-12-31 | $33k | 940 | 35.11 |
| 2016-09-30 | $34k | 940 | 36.17 |
| 2016-06-30 | $33k | 940 | 35.11 |
| 2016-03-31 | $43k | 1.2k | 34.96 |
| 2015-12-31 | $42k | 1.2k | 34.15 |
| 2015-09-30 | $62k | 1.8k | 33.73 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
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