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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by CX Institutional 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 CX Institutional

Quarter filed Position value Share count Share price at filing
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

More positions owned by CX Institutional

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI World Index Msci World Etf (URTH)
SPDR Portfolio Intmdt Term Trs ETF Portfli Intrmdit (SPTI)
Schwab US Large Cap Value ETF Us Lcap Va Etf (SCHV)
iShares Barclays 20 Yr Treasury Bond 20 Yr Tr Bd Etf (TLT)
Janus Henderson AAA Hendrson Aaa Cl (JAAA)
SPDR Portfolio Corporate Bond ETF Portfolio Crport (SPBO)
Vanguard Mid-Cap Mid Cap Etf (VO)
Vanguard Mega Cap Growth Mega Grwth Ind (MGK)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)
VanEck Lehman AMT-Free Int Muni Intrmdt Muni Etf (ITM)
Vanguard Small-Cap Small Cp Etf (VB)
SPDR Portfolio Mortgage Backed Bond ETF Port Mtg Bk Etf (SPMB)
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)

View all positions for CX Institutional

Top funds holding iShares S&P Moderate Allocation Fund ETF

Raymond James & Associates
Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Kavar Capital Partners Group
Weitzel Financial Services
Bank of America Corporation
AE Wealth Management
Cambridge Investment Research Advisors
Weaver Consulting Group
AlTi Global
Consilium Wealth Advisory
Commonwealth Equity Services
Investment Advisory Group

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