iShares S&P Growth Allocation Fund shares owned by Legacy Financial Group
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial Group investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Legacy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 31k | 55.67 |
| 2023-09-30 | $1.5B | 29k | 49410.24 |
| 2023-06-30 | $1.6M | 32k | 51.45 |
| 2023-03-31 | $1.5M | 30k | 50.03 |
| 2022-12-31 | $1.4M | 30k | 47.16 |
| 2022-09-30 | $1.1M | 25k | 44.77 |
| 2022-06-30 | $1.3M | 26k | 48.01 |
| 2022-03-31 | $1.3M | 25k | 53.98 |
| 2021-12-31 | $1.0M | 18k | 56.54 |
| 2021-09-30 | $1.2M | 21k | 55.47 |
| 2021-06-30 | $827k | 15k | 56.00 |
| 2021-03-31 | $681k | 13k | 53.56 |
| 2020-12-31 | $581k | 11k | 52.22 |
Top funds holding iShares S&P Growth Allocation Fund
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