iShares S&P Moderate Allocation Fund ETF shares owned by TCG Advisory Services
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by TCG Advisory Services
from 13F filings
Historical chart of TCG Advisory Services 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 TCG Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by TCG Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 279k | 47.58 |
| 2025-06-30 | $13M | 280k | 46.04 |
| 2025-03-31 | $12M | 274k | 43.88 |
| 2024-12-31 | $11M | 255k | 43.44 |
| 2024-09-30 | $11M | 232k | 45.11 |
| 2024-06-30 | $9.6M | 222k | 43.01 |
| 2024-03-31 | $204k | 4.8k | 42.78 |
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