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iShares S&P Moderate Allocation Fund ETF shares owned by CFG Asset Management

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

Historical chart of CFG Asset Management investment in iShares S&P Moderate Allocation Fund ETF

20142016201820202022202400.5M1M010k20k30k
Value ($)Share countHistorical AOM position of CFG Asset Management Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P Moderate Allocation Fund ETF held by CFG Asset Management 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 CFG Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $125k 2.9k 43.44
2023-09-30 $6.3k 162 38.93
2023-06-30 $4.5k 111 40.41
2023-03-31 $4.0k 101 39.86
2022-12-31 $2.7k 70 38.01
2022-09-30 $1.0k 29 34.48
2016-06-30 $11k 325 33.85
2016-03-31 $498k 14k 34.78
2015-12-31 $485k 14k 34.03
2015-09-30 $453k 13k 33.88
2015-06-30 $532k 15k 35.27
2015-03-31 $647k 18k 35.63
2014-12-31 $769k 22k 35.16
2014-09-30 $897k 26k 34.90
2014-06-30 $949k 27k 35.73
2014-03-31 $1.0M 29k 34.83
2013-12-31 $1.2M 36k 34.30
2013-09-30 $1.2M 36k 33.34
2013-06-30 $959k 30k 32.38

More positions owned by CFG Asset Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)
Vanguard Ftse All-world Ex-us Etf (VEU)
Powershares Dwa Technical Leaders Portfolio Etf (PDP)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Powershares Sp500 Low Volatility Etf Etf (SPLV)
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)
Vanguard Total Bond Market Etf Etf (BND)
Spdr S&p 500 Etf Etf (SPY)
First Tr Exchange Traded Fd Dow Jones Internet Index Etf (FDN)
First Trust Industrials/producer Durables Alphadex Fund Etf (FXR)
First Tr Exch Traded Fd Consumer Discretionary Etf (FXD)
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)
Jpmorgan Chase & Co Stock (JPM)
First Trust Nasdaq Semiconductor Etf Etf (FTXL)

View all positions for CFG Asset Management

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
Ameriprise Financial
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
TCG Advisory Services
Focus Financial Network
Bank of America Corporation
Advisor Group Holdings
American Trust
Weaver Consulting Group

View all funds holding iShares S&P Moderate Allocation Fund ETF