iShares S&P Growth Allocation Fund shares owned by Boston Standard Wealth Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Boston Standard Wealth Management
from 13F filings
Historical chart of Boston Standard Wealth Management investment in iShares S&P Growth Allocation Fund
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All positions including iShares S&P Growth Allocation Fund held by Boston Standard Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P Growth Allocation Fund by Boston Standard Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $416k | 7.3k | 57.35 |
2024-09-30 | $401k | 6.8k | 59.29 |
2024-06-30 | $378k | 6.7k | 56.28 |
2024-03-31 | $389k | 7.0k | 55.73 |
2023-12-31 | $277k | 5.6k | 49.32 |
2023-09-30 | $277k | 5.6k | 49.32 |
2023-06-30 | $283k | 5.5k | 51.44 |
2023-03-31 | $264k | 5.3k | 50.09 |
2022-12-31 | $250k | 5.3k | 47.22 |
2022-09-30 | $239k | 5.3k | 44.72 |
2022-06-30 | $255k | 5.3k | 48.24 |
2022-03-31 | $285k | 5.3k | 53.97 |
2021-12-31 | $287k | 5.0k | 57.07 |
2021-09-30 | $276k | 5.0k | 55.48 |
2021-06-30 | $278k | 5.0k | 55.90 |
2021-03-31 | $279k | 5.2k | 53.52 |
2020-12-31 | $277k | 5.3k | 52.13 |
2020-09-30 | $277k | 5.7k | 48.52 |
2020-06-30 | $301k | 6.5k | 46.33 |
2020-03-31 | $273k | 6.7k | 40.49 |
2019-12-31 | $278k | 5.8k | 47.86 |
2019-09-30 | $259k | 5.6k | 46.04 |
2019-06-30 | $211k | 4.6k | 45.79 |
2019-03-31 | $215k | 4.8k | 44.93 |
2018-09-30 | $221k | 4.9k | 44.79 |
2018-03-31 | $300k | 6.7k | 44.96 |
2017-12-31 | $300k | 6.7k | 44.96 |
2017-09-30 | $335k | 7.4k | 44.96 |
2017-06-30 | $332k | 7.6k | 43.66 |
2017-03-31 | $377k | 8.9k | 42.42 |
2016-12-31 | $445k | 11k | 40.57 |
2016-09-30 | $461k | 11k | 41.17 |
2016-06-30 | $433k | 11k | 40.03 |
2016-03-31 | $350k | 8.9k | 39.45 |
2015-09-30 | $278k | 7.4k | 37.79 |
2015-06-30 | $232k | 7.0k | 33.23 |
2015-03-31 | $272k | 6.6k | 41.42 |
2014-12-31 | $244k | 6.1k | 39.73 |
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