iShares S&P Moderate Allocation Fund ETF shares owned by CLS Investments
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by CLS Investments
from 13F filings
Historical chart of CLS Investments 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 CLS Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $462k | 11k | 43.44 |
| 2023-12-31 | $4.6M | 112k | 41.23 |
| 2022-12-31 | $5.3M | 140k | 38.01 |
| 2022-09-30 | $220k | 6.0k | 36.63 |
| 2022-06-30 | $1.4M | 35k | 38.95 |
| 2022-03-31 | $20M | 469k | 42.97 |
| 2021-12-31 | $683k | 15k | 45.42 |
| 2021-09-30 | $336k | 7.5k | 44.75 |
| 2021-06-30 | $338k | 7.5k | 45.01 |
| 2021-03-31 | $1.3M | 29k | 43.55 |
| 2020-12-31 | $1.0M | 24k | 43.23 |
| 2020-09-30 | $308k | 7.5k | 41.01 |
| 2020-06-30 | $299k | 7.5k | 39.81 |
| 2020-03-31 | $276k | 7.5k | 36.74 |
| 2019-12-31 | $304k | 7.6k | 40.13 |
| 2019-09-30 | $333k | 8.5k | 39.25 |
| 2019-06-30 | $322k | 8.3k | 39.02 |
| 2019-03-31 | $316k | 8.3k | 38.03 |
| 2018-12-31 | $292k | 8.2k | 35.70 |
| 2018-09-30 | $310k | 8.2k | 37.90 |
| 2018-06-30 | $321k | 8.6k | 37.49 |
| 2018-03-31 | $322k | 8.5k | 37.74 |
| 2017-12-31 | $251k | 6.6k | 38.05 |
| 2017-09-30 | $249k | 6.6k | 37.92 |
| 2017-06-30 | $0 | 9 | 0.00 |
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