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iShares S&P Growth Allocation Fund shares owned by Burt Wealth Advisors

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

Historical chart of Burt Wealth Advisors 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 Burt Wealth Advisors 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 Burt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.7M 65k 57.32
2024-09-30 $3.9M 66k 59.24
2024-06-30 $3.7M 66k 56.32
2024-03-31 $3.7M 67k 55.67
2023-12-31 $3.6M 67k 53.19
2023-09-30 $3.3M 67k 49.41
2023-06-30 $3.4M 67k 51.45
2023-03-31 $3.3M 67k 50.03
2022-12-31 $3.2M 67k 47.16
2022-09-30 $752k 17k 44.79
2022-06-30 $1.0M 21k 47.99
2022-03-31 $1.3M 25k 53.97
2021-12-31 $2.9M 51k 57.08
2021-09-30 $2.7M 49k 55.47
2021-06-30 $2.7M 49k 56.01
2021-03-31 $2.6M 49k 53.57
2020-12-31 $2.6M 49k 52.20
2020-09-30 $2.1M 44k 48.44
2020-06-30 $2.0M 44k 46.40
2020-03-31 $1.8M 43k 41.38
2019-12-31 $1.7M 35k 47.84
2019-09-30 $1.7M 38k 46.05
2019-06-30 $1.7M 38k 46.03
2019-03-31 $1.7M 38k 44.71
2018-12-31 $2.4M 58k 41.31
2018-09-30 $1.7M 37k 45.14
2018-06-30 $1.6M 37k 44.35
2018-03-31 $1.6M 37k 44.58
2017-12-31 $1.6M 37k 44.93
2017-09-30 $1.7M 38k 44.83
2017-06-30 $1.6M 37k 43.61
2017-03-31 $1.6M 37k 42.39
2016-12-31 $1.5M 37k 40.59
2016-09-30 $1.5M 37k 41.15
2016-06-30 $1.5M 37k 40.01
2016-03-31 $56k 37k 1.50
2015-12-31 $5.6M 143k 38.88

More positions owned by Burt Wealth Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Caci Intl Cl A (CACI)
Vanguard Bd Index Fds Intermed Term (BIV)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Min Vl (EFAV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr National Mun Etf (MUB)

View all positions for Burt Wealth Advisors

Top funds holding iShares S&P Growth Allocation Fund

Wells Fargo & Company
BlackRock
Raymond James Financial
Morgan Stanley
Jpmorgan Chase & Co
Richard Bernstein Advisors
Bank of America Corporation
Mesirow Financial Investment Management International Equity
Aspiriant
LPL Financial
Lebenthal Global Advisors
Kovitz Investment Group Partners
Stifel Financial
Assetmark
Consilium Wealth Advisory

View all funds holding iShares S&P Growth Allocation Fund