iShares S&P Growth Allocation Fund shares owned by Chesapeake Wealth Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Chesapeake Wealth Management
from 13F filings
Historical chart of Chesapeake Wealth Management investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Chesapeake Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $243k | 4.3k | 56.32 |
| 2024-03-31 | $221k | 4.0k | 55.67 |
| 2023-12-31 | $211k | 4.0k | 53.19 |
| 2023-06-30 | $204k | 4.0k | 51.45 |
| 2019-09-30 | $227k | 4.9k | 46.03 |
| 2019-06-30 | $247k | 5.4k | 46.03 |
| 2019-03-31 | $228k | 5.1k | 44.70 |
| 2018-12-31 | $256k | 6.2k | 41.34 |
| 2018-09-30 | $280k | 6.2k | 45.17 |
| 2018-06-30 | $263k | 5.9k | 44.38 |
| 2018-03-31 | $237k | 5.3k | 44.52 |
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