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iShares S&P Moderate Allocation Fund ETF shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $373k 7.8k 47.77
2025-09-30 $224k 4.7k 47.59
2025-06-30 $182k 3.9k 46.15
2025-03-31 $213k 4.9k 43.85
2024-12-31 $187k 4.3k 43.42
2024-09-30 $85k 1.9k 45.05
2024-06-30 $81k 1.9k 42.99
2024-03-31 $1.1M 25k 42.78
2023-12-31 $1.0M 25k 41.52
2023-09-30 $498k 13k 38.90
2023-06-30 $517k 13k 40.43
2023-03-31 $376k 9.4k 39.87
2022-12-31 $759k 20k 38.00
2022-09-30 $300k 8.2k 36.57
2022-06-30 $1.4M 35k 38.96
2022-03-31 $169k 3.9k 42.90
2021-12-31 $166k 3.6k 45.57
2021-06-30 $101k 2.2k 45.13
2021-03-31 $101k 2.2k 45.13
2020-12-31 $101k 2.2k 45.13
2020-09-30 $101k 2.2k 45.13
2020-06-30 $101k 2.2k 45.13
2020-03-31 $101k 2.2k 45.13
2019-12-31 $459k 11k 40.16
2019-09-30 $448k 11k 39.27
2019-06-30 $447k 12k 39.03
2019-03-31 $366k 9.6k 38.07
2018-12-31 $72k 2.0k 35.68
2018-09-30 $49k 1.3k 38.13
2018-06-30 $43k 1.1k 37.72
2018-03-31 $43k 1.1k 37.72
2017-12-31 $43k 1.1k 37.72
2017-09-30 $43k 1.1k 37.72
2017-06-30 $35k 940 37.23
2017-03-31 $34k 940 36.17
2016-12-31 $33k 940 35.11
2016-09-30 $34k 940 36.17
2016-06-30 $33k 940 35.11
2016-03-31 $43k 1.2k 34.96
2015-12-31 $42k 1.2k 34.15
2015-09-30 $62k 1.8k 33.73

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)

View all positions for CWM

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Wells Fargo & Company
Foundations Investment Advisors
Raymond James Financial
Ameriprise Financial
Weitzel Financial Services
TCG Advisory Services
AJ Advisors
Kavar Capital Partners Group
Cetera Investment Advisers
Weaver Consulting Group
Investment Advisory Group
Commonwealth Equity Services
Advisor Group Holdings

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