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iShares S&P Moderate Allocation Fund ETF shares owned by Comprehensive Portfolio Management

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

Historical chart of Comprehensive Portfolio Management 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 Comprehensive Portfolio 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 Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $934k 20k 47.58
2025-06-30 $907k 20k 46.04
2025-03-31 $897k 20k 43.88
2024-12-31 $916k 21k 43.44
2024-09-30 $959k 21k 45.11
2024-06-30 $979k 23k 43.01
2024-03-31 $1.0M 24k 42.78
2023-12-31 $974k 24k 41.51
2023-09-30 $849k 22k 38.93
2023-06-30 $931k 23k 40.41
2023-03-31 $846k 21k 39.86
2022-12-31 $763k 20k 38.01
2022-09-30 $911k 25k 36.62
2022-06-30 $1.7M 43k 38.96
2022-03-31 $1.0M 24k 42.96
2021-12-31 $1.1M 24k 45.49
2021-09-30 $1.1M 24k 44.72
2021-06-30 $1.2M 26k 45.04
2021-03-31 $1.1M 26k 43.57
2020-12-31 $1.0M 24k 43.19
2020-09-30 $953k 23k 41.04
2020-06-30 $791k 20k 39.88
2020-03-31 $642k 18k 36.71
2019-12-31 $678k 17k 40.15
2019-09-30 $698k 18k 39.30
2019-06-30 $645k 17k 39.02
2019-03-31 $446k 12k 38.03
2018-12-31 $459k 13k 35.70
2018-09-30 $266k 7.0k 37.83

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio Management

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Foundations Investment Advisors
Morgan Stanley
Weitzel Financial Services
Royal Bank of Canada
Ameriprise Financial
TCG Advisory Services
Wells Fargo & Company
Advisor Group Holdings
Cetera Investment Advisers
Cambridge Investment Research Advisors
Weaver Consulting Group
Commonwealth Equity Services
Investment Advisory Group

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