iShares S&P Growth Allocation Fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $967k | 17k | 55.67 |
| 2023-12-31 | $1.7M | 31k | 53.23 |
| 2023-09-30 | $8.3M | 169k | 49.41 |
| 2023-06-30 | $1.5M | 29k | 51.45 |
| 2023-03-31 | $1.5M | 29k | 50.03 |
| 2022-12-31 | $1.4M | 29k | 47.16 |
| 2022-09-30 | $1.3M | 29k | 44.77 |
| 2022-06-30 | $1.5M | 31k | 48.00 |
| 2022-03-31 | $1.8M | 34k | 53.96 |
| 2021-12-31 | $2.3M | 41k | 57.09 |
| 2021-09-30 | $53M | 953k | 55.47 |
| 2021-06-30 | $2.1M | 38k | 56.00 |
| 2021-03-31 | $46M | 858k | 53.56 |
| 2020-12-31 | $1.3M | 25k | 52.18 |
| 2020-09-30 | $870k | 18k | 48.44 |
| 2020-06-30 | $740k | 16k | 46.40 |
| 2020-03-31 | $712k | 17k | 41.36 |
| 2019-12-31 | $2.1M | 44k | 47.83 |
| 2019-09-30 | $925k | 20k | 46.06 |
| 2019-06-30 | $892k | 19k | 46.00 |
| 2019-03-31 | $732k | 16k | 44.67 |
| 2018-12-31 | $618k | 15k | 41.31 |
| 2018-09-30 | $617k | 14k | 45.13 |
| 2018-06-30 | $834k | 19k | 44.38 |
| 2018-03-31 | $494k | 11k | 44.54 |
| 2017-12-31 | $1.1M | 25k | 44.94 |
| 2017-09-30 | $480k | 11k | 44.83 |
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