iShares S&P Growth Allocation Fund shares owned by Bell Investment Advisors
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Bell Investment Advisors
from 13F filings
Historical chart of Bell Investment Advisors investment in iShares S&P Growth Allocation Fund
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All positions including iShares S&P Growth Allocation Fund held by Bell Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P Growth Allocation Fund by Bell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 101k | 64.38 |
| 2025-06-30 | $6.4M | 105k | 61.57 |
| 2025-03-31 | $7.1M | 124k | 57.57 |
| 2024-12-31 | $7.6M | 133k | 57.32 |
| 2024-09-30 | $8.1M | 137k | 59.24 |
| 2024-03-31 | $8.3M | 150k | 55.67 |
| 2023-12-31 | $7.9M | 149k | 53.19 |
| 2023-09-30 | $7.8M | 157k | 49.41 |
| 2023-06-30 | $9.1M | 176k | 51.45 |
| 2023-03-31 | $11M | 211k | 50.03 |
| 2022-12-31 | $11M | 229k | 47.16 |
| 2022-09-30 | $20M | 444k | 44.78 |
| 2022-06-30 | $24M | 491k | 48.00 |
| 2021-12-31 | $30M | 533k | 57.08 |
| 2021-09-30 | $28M | 511k | 55.47 |
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