iShares S&P Moderate Allocation Fund ETF shares owned by CX Institutional
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by CX Institutional
from 13F filings
Historical chart of CX Institutional 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 CX Institutional
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11k | 234 | 47.01 |
| 2025-06-30 | $11k | 234 | 47.01 |
| 2025-03-31 | $10k | 234 | 42.74 |
| 2023-06-30 | $403k | 10k | 40.41 |
| 2023-03-31 | $466k | 12k | 40.03 |
| 2022-12-31 | $464k | 12k | 38.01 |
| 2022-09-30 | $509k | 14k | 36.64 |
| 2022-06-30 | $489k | 13k | 38.98 |
| 2022-03-31 | $574k | 13k | 42.94 |
| 2021-12-31 | $643k | 14k | 45.49 |
| 2021-09-30 | $647k | 15k | 44.74 |
| 2021-06-30 | $632k | 14k | 45.08 |
| 2021-03-31 | $647k | 15k | 43.59 |
| 2020-12-31 | $633k | 15k | 43.21 |
| 2020-09-30 | $462k | 11k | 41.08 |
| 2020-06-30 | $454k | 11k | 39.87 |
| 2020-03-31 | $370k | 10k | 36.73 |
| 2019-12-31 | $347k | 8.6k | 40.15 |
| 2019-09-30 | $344k | 8.8k | 39.24 |
| 2019-06-30 | $283k | 7.2k | 39.06 |
| 2019-03-31 | $215k | 5.7k | 37.97 |
| 2018-12-31 | $175k | 4.9k | 35.65 |
| 2018-09-30 | $214k | 5.6k | 37.90 |
| 2018-06-30 | $236k | 6.3k | 37.51 |
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