iShares S&P Growth Allocation Fund shares owned by Global Wealth Management Investment Advisory
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Global Wealth Management Investment Advisory
from 13F filings
Historical chart of Global Wealth Management Investment Advisory investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Global Wealth Management Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $21k | 399 | 53.13 |
| 2023-09-30 | $27k | 543 | 49.39 |
| 2023-06-30 | $27k | 518 | 51.44 |
| 2022-06-30 | $25k | 515 | 48.54 |
| 2022-03-31 | $28k | 515 | 54.37 |
| 2021-12-31 | $29k | 512 | 56.64 |
| 2021-09-30 | $47k | 852 | 55.16 |
| 2021-06-30 | $49k | 882 | 55.56 |
| 2021-03-31 | $56k | 1.0k | 53.49 |
| 2020-12-31 | $53k | 1.0k | 52.01 |
| 2020-09-30 | $50k | 1.0k | 48.31 |
| 2020-06-30 | $139k | 3.0k | 46.52 |
| 2020-03-31 | $123k | 3.0k | 41.26 |
| 2019-12-31 | $123k | 2.6k | 47.84 |
| 2019-09-30 | $111k | 2.4k | 45.96 |
| 2019-06-30 | $129k | 2.8k | 46.07 |
| 2019-03-31 | $250k | 5.6k | 44.63 |
| 2018-12-31 | $306k | 7.4k | 41.30 |
More positions owned by Global Wealth Management Investment Advisory
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