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iShares S&P Growth Allocation Fund shares owned by Sage Financial

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Sage Financial from 13F filings

Historical chart of Sage Financial 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 Sage Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Sage Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $890k 17k 53.19
2023-09-30 $852k 17k 49.41
2023-06-30 $966k 19k 51.45
2023-03-31 $1.6M 33k 50.03
2022-12-31 $1.9M 40k 47.16
2022-09-30 $3.0M 68k 44.78
2022-06-30 $5.5M 115k 48.00
2022-03-31 $3.9M 72k 53.96
2021-12-31 $5.2M 90k 57.08
2021-09-30 $3.5M 63k 55.46
2021-06-30 $3.4M 61k 55.99
2021-03-31 $3.3M 62k 53.55
2020-12-31 $4.3M 82k 52.20
2020-09-30 $3.7M 77k 48.44
2020-06-30 $3.5M 76k 46.39
2020-03-31 $2.5M 60k 41.38
2019-12-31 $2.5M 52k 47.84
2019-09-30 $2.3M 49k 46.07
2019-06-30 $1.9M 42k 46.03
2019-03-31 $1.6M 37k 44.69
2018-12-31 $2.9M 71k 41.31
2014-12-31 $553k 14k 40.10

More positions owned by Sage Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Sage Financial

Top funds holding iShares S&P Growth Allocation Fund

Wells Fargo & Company
Bank of America Corporation
Global Assets Advisory
Mesirow Financial Investment Management International Equity
Aspiriant
WestEnd Advisors
Assetmark
Consilium Wealth Advisory
Stifel Financial
Royal Bank of Canada
Janney Montgomery Scott
Branch Banking & Trust Company
Warren Averett Asset Management
Lebenthal Global Advisors
Cambridge Investment Research Advisors

View all funds holding iShares S&P Growth Allocation Fund