iShares S&P Growth Allocation Fund shares owned by Cornerstone Planning Group
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Cornerstone Planning Group
from 13F filings
Historical chart of Cornerstone Planning Group investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Cornerstone Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $400k | 6.1k | 65.04 |
| 2025-06-30 | $374k | 6.1k | 61.65 |
| 2025-03-31 | $335k | 5.9k | 56.37 |
| 2024-12-31 | $398k | 6.8k | 58.31 |
| 2024-09-30 | $391k | 6.7k | 58.37 |
| 2024-03-31 | $279k | 5.1k | 54.73 |
| 2023-12-31 | $276k | 5.2k | 53.19 |
| 2023-09-30 | $220k | 4.4k | 49.41 |
| 2023-06-30 | $198k | 3.8k | 51.45 |
| 2022-12-31 | $211k | 4.3k | 49.11 |
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