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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