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iShares S&P Moderate Allocation Fund ETF shares owned by Cedar Brook Financial Partners

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

Historical chart of Cedar Brook Financial 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 Cedar Brook Financial 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 Cedar Brook Financial Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $211k 5.1k 41.31
2023-09-30 $217k 5.6k 38.93
2023-06-30 $229k 5.7k 40.41
2023-03-31 $236k 5.9k 39.86
2022-12-31 $209k 5.5k 38.01
2022-06-30 $207k 5.3k 38.96
2022-03-31 $228k 5.3k 43.04
2021-12-31 $289k 6.4k 45.48
2021-09-30 $224k 5.0k 44.69
2021-06-30 $282k 6.3k 45.05
2021-03-31 $272k 6.2k 43.56
2020-12-31 $227k 5.3k 43.21
2020-06-30 $242k 6.1k 39.86