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iShares S&P Moderate Allocation Fund ETF shares owned by Capital Investment Advisory Services

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

Historical chart of Capital Investment Advisory Services 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 Capital Investment Advisory Services 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 Capital Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $375k 8.3k 45.11
2024-06-30 $358k 8.3k 43.01
2024-03-31 $357k 8.3k 42.78
2023-12-31 $386k 9.3k 41.51
2023-09-30 $379k 9.7k 38.93
2023-06-30 $398k 9.8k 40.41
2023-03-31 $426k 11k 39.86
2022-12-31 $407k 11k 38.01
2022-09-30 $362k 9.9k 36.58
2022-06-30 $385k 9.9k 38.94
2022-03-31 $476k 11k 42.94
2021-12-31 $505k 11k 45.47
2021-09-30 $502k 11k 44.78
2021-06-30 $505k 11k 45.05
2021-03-31 $504k 12k 43.52
2020-12-31 $500k 12k 43.16
2020-09-30 $450k 11k 41.03
2020-06-30 $95k 2.4k 39.98
2020-03-31 $87k 2.4k 36.62
2019-12-31 $96k 2.4k 40.32
2019-09-30 $95k 2.4k 39.35
2019-06-30 $94k 2.4k 38.94
2019-03-31 $99k 2.6k 37.87
2018-12-31 $93k 2.6k 35.58