iShares S&P Growth Allocation Fund shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $574k | 10k | 55.67 |
| 2023-12-31 | $519k | 9.8k | 53.19 |
| 2023-09-30 | $473k | 9.6k | 49.41 |
| 2023-06-30 | $492k | 9.6k | 51.45 |
| 2023-03-31 | $479k | 9.6k | 50.03 |
| 2022-12-31 | $451k | 9.6k | 47.16 |
| 2022-09-30 | $428k | 9.6k | 44.73 |
| 2022-06-30 | $485k | 10k | 48.05 |
| 2022-03-31 | $544k | 10k | 54.00 |
| 2021-12-31 | $475k | 8.3k | 57.06 |
| 2021-09-30 | $458k | 8.3k | 55.45 |
| 2021-06-30 | $461k | 8.2k | 56.04 |
| 2021-03-31 | $408k | 7.6k | 53.61 |
| 2020-12-31 | $397k | 7.6k | 52.17 |
| 2020-09-30 | $365k | 7.5k | 48.37 |
| 2020-06-30 | $317k | 6.9k | 46.26 |
| 2020-03-31 | $282k | 6.8k | 41.32 |
| 2019-12-31 | $326k | 6.8k | 47.77 |
Top funds holding iShares S&P Growth Allocation Fund
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