iShares S&P Moderate Allocation Fund ETF shares owned by Coastal Capital Group
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Coastal Capital Group
from 13F filings
Historical chart of Coastal Capital Group 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 Coastal Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $120k | 3.0k | 40.41 |
| 2023-03-31 | $111k | 2.8k | 39.85 |
| 2022-12-31 | $149k | 4.1k | 36.61 |
| 2022-09-30 | $149k | 4.1k | 36.60 |
| 2022-06-30 | $169k | 4.3k | 39.00 |
| 2022-03-31 | $161k | 3.7k | 42.96 |
| 2021-12-31 | $157k | 3.5k | 45.42 |
| 2021-09-30 | $156k | 3.5k | 44.76 |
| 2021-06-30 | $122k | 2.7k | 45.02 |
| 2021-03-31 | $56k | 1.3k | 43.41 |
| 2020-12-31 | $92k | 2.1k | 43.15 |
| 2020-09-30 | $53k | 1.3k | 41.50 |
| 2020-06-30 | $67k | 1.7k | 39.76 |
| 2020-03-31 | $27k | 759 | 35.57 |
| 2019-12-31 | $30k | 759 | 39.53 |
| 2019-09-30 | $30k | 759 | 39.53 |
| 2019-06-30 | $30k | 759 | 39.53 |
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