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
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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 |
|---|---|---|---|
| 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 |
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