Bay Harbor Wealth Management »

iShares S&P Growth Allocation Fund shares owned by Bay Harbor Wealth Management

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Bay Harbor Wealth Management from 13F filings

Historical chart of Bay Harbor Wealth Management investment in iShares S&P Growth Allocation Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Growth Allocation Fund held by Bay Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Growth Allocation Fund by Bay Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $59k 1.1k 55.67
2023-12-31 $55k 1.0k 53.19
2023-09-30 $51k 1.0k 49.41
2023-06-30 $53k 1.0k 51.45
2023-03-31 $51k 1.0k 50.03
2022-12-31 $48k 1.0k 46.92
2022-09-30 $46k 1.0k 44.97
2022-06-30 $49k 1.0k 47.90
2022-03-31 $55k 1.0k 53.97
2021-12-31 $56k 1.0k 54.96
2021-09-30 $61k 1.1k 55.66
2021-06-30 $115k 2.1k 56.10
2021-03-31 $110k 2.1k 53.66
2020-12-31 $144k 2.8k 52.10
2020-09-30 $134k 2.8k 48.52
2020-06-30 $137k 3.0k 46.42
2020-03-31 $127k 3.1k 41.42
2019-12-31 $322k 6.7k 47.80
2019-09-30 $397k 8.6k 46.08
2019-06-30 $396k 8.6k 45.98
2019-03-31 $383k 8.6k 44.74
2018-12-31 $503k 12k 41.33