iShares S&P Growth Allocation Fund shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $946k | 17k | 57.32 |
| 2024-09-30 | $989k | 17k | 59.24 |
| 2024-06-30 | $923k | 16k | 56.32 |
| 2024-03-31 | $988k | 18k | 55.67 |
| 2023-12-31 | $1.3M | 24k | 53.19 |
| 2023-09-30 | $1.2M | 25k | 49.41 |
| 2023-06-30 | $1.1M | 21k | 51.45 |
| 2023-03-31 | $845k | 17k | 50.03 |
| 2022-12-31 | $925k | 20k | 47.16 |
| 2022-09-30 | $815k | 18k | 44.76 |
| 2022-06-30 | $841k | 18k | 48.01 |
| 2022-03-31 | $888k | 16k | 53.99 |
| 2021-12-31 | $775k | 14k | 57.06 |
| 2021-09-30 | $499k | 9.0k | 55.47 |
| 2021-06-30 | $248k | 4.4k | 56.11 |
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