iShares S&P Growth Allocation Fund shares owned by Coastal Capital Group
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Coastal Capital Group
from 13F filings
Historical chart of Coastal Capital Group investment in iShares S&P Growth Allocation Fund
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All positions including iShares S&P Growth Allocation Fund held by Coastal Capital Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $177k | 3.4k | 51.45 |
2023-03-31 | $164k | 3.3k | 50.03 |
2022-12-31 | $148k | 3.3k | 44.78 |
2022-09-30 | $148k | 3.3k | 44.70 |
2022-06-30 | $95k | 2.0k | 47.96 |
2022-03-31 | $124k | 2.3k | 54.12 |
2021-12-31 | $281k | 4.9k | 57.14 |
2021-09-30 | $357k | 6.4k | 55.46 |
2021-06-30 | $364k | 6.5k | 55.99 |
2021-03-31 | $384k | 7.2k | 53.50 |
2020-12-31 | $325k | 6.2k | 52.23 |
2020-09-30 | $135k | 2.8k | 48.79 |
2020-06-30 | $119k | 2.6k | 46.58 |
2020-03-31 | $210k | 5.1k | 41.26 |
2019-12-31 | $391k | 8.2k | 47.76 |
2019-09-30 | $367k | 8.0k | 46.05 |
2019-06-30 | $367k | 8.0k | 46.05 |
2019-03-31 | $368k | 8.2k | 44.67 |
2018-12-31 | $209k | 5.0k | 41.40 |
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