iShares S&P Growth Allocation Fund shares owned by Creative Planning
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Creative Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $1.3M | 23k | 57.32 |
2024-09-30 | $1.3M | 23k | 59.24 |
2024-06-30 | $1.2M | 22k | 56.32 |
2024-03-31 | $1.3M | 24k | 55.67 |
2023-12-31 | $1.4M | 26k | 53.19 |
2021-06-30 | $101k | 1.8k | 56.11 |
2019-03-31 | $634k | 14k | 44.72 |
2018-06-30 | $245k | 5.5k | 44.38 |
2017-06-30 | $154k | 3.5k | 43.58 |
2017-03-31 | $150k | 3.5k | 42.35 |
2016-12-31 | $144k | 3.5k | 40.63 |
2016-09-30 | $150k | 3.6k | 41.19 |
2016-06-30 | $129k | 3.2k | 39.91 |
2016-03-31 | $134k | 3.4k | 39.48 |
2015-12-31 | $131k | 3.4k | 38.92 |
2015-09-30 | $128k | 3.4k | 38.03 |
2015-03-31 | $137k | 3.4k | 40.70 |
2014-12-31 | $132k | 3.3k | 40.07 |
2014-09-30 | $144k | 3.7k | 39.44 |
2014-06-30 | $133k | 3.3k | 40.38 |
2014-03-31 | $129k | 3.3k | 39.16 |
2013-12-31 | $127k | 3.3k | 38.55 |
2013-09-30 | $121k | 3.3k | 36.73 |
2013-06-30 | $114k | 3.2k | 35.38 |
2012-12-31 | $104k | 3.1k | 33.88 |
2012-09-30 | $103k | 3.1k | 33.55 |
2012-06-30 | $100k | 3.1k | 32.57 |
2011-12-31 | $8.0k | 270 | 29.63 |
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