iShares S&P Growth Allocation Fund shares owned by Financial Strategies Group
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Financial Strategies Group
from 13F filings
Historical chart of Financial Strategies Group investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Financial Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $213k | 3.1k | 68.62 |
| 2023-12-31 | $233k | 4.4k | 52.98 |
| 2023-03-31 | $300k | 6.0k | 50.03 |
| 2022-12-31 | $284k | 6.0k | 47.16 |
| 2022-06-30 | $282k | 5.9k | 47.95 |
| 2022-03-31 | $312k | 5.8k | 53.97 |
| 2021-12-31 | $317k | 5.6k | 57.11 |
| 2021-09-30 | $666k | 12k | 55.50 |
| 2021-06-30 | $697k | 12k | 56.02 |
| 2021-03-31 | $688k | 13k | 53.57 |
| 2020-12-31 | $655k | 13k | 52.17 |
| 2020-09-30 | $584k | 12k | 48.46 |
| 2020-06-30 | $558k | 12k | 46.35 |
| 2020-03-31 | $486k | 12k | 41.37 |
| 2019-12-31 | $553k | 12k | 47.87 |
More positions owned by Financial Strategies Group
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