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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Coastal Capital Group

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