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iShares S&P Growth Allocation Fund shares owned by CLS Investments

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

Historical chart of CLS Investments 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 CLS Investments 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 CLS Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 17k 65.01
2025-09-30 $698k 11k 64.38
2019-12-31 $9.0k 180 50.00
2019-09-30 $7.0k 151 46.36
2019-06-30 $6.0k 136 44.12
2019-03-31 $5.0k 113 44.25
2018-12-31 $4.0k 103 38.83
2018-09-30 $4.0k 86 46.51
2018-06-30 $3.0k 69 43.48
2018-03-31 $2.0k 52 38.46
2017-12-31 $2.0k 35 57.14
2017-09-30 $1.0k 31 32.26
2017-06-30 $1.0k 24 41.67
2017-03-31 $0 1 0.00