iShares S&P Growth Allocation Fund shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $796k | 12k | 64.38 |
| 2025-06-30 | $752k | 12k | 61.57 |
| 2025-03-31 | $704k | 12k | 57.57 |
| 2024-06-30 | $326k | 5.8k | 56.32 |
| 2024-03-31 | $339k | 6.1k | 55.67 |
| 2023-12-31 | $330k | 6.2k | 53.19 |
| 2023-09-30 | $396k | 8.0k | 49.41 |
| 2023-06-30 | $448k | 8.7k | 51.45 |
| 2023-03-31 | $432k | 8.6k | 50.04 |
| 2022-12-31 | $451k | 9.6k | 47.16 |
| 2022-09-30 | $456k | 10k | 44.78 |
| 2022-06-30 | $493k | 10k | 48.14 |
| 2021-12-31 | $1.6M | 28k | 57.10 |
| 2021-09-30 | $1.5M | 27k | 55.47 |
Top funds holding iShares S&P Growth Allocation Fund
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