iShares S&P Growth Allocation Fund shares owned by First Ascent Asset Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by First Ascent Asset Management
from 13F filings
Historical chart of First Ascent Asset Management investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by First Ascent Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.1M | 58k | 53.19 |
| 2023-09-30 | $3.0M | 60k | 49.41 |
| 2023-06-30 | $3.0M | 58k | 51.45 |
| 2023-03-31 | $2.7M | 53k | 50.03 |
| 2022-12-31 | $2.6M | 54k | 47.16 |
| 2022-09-30 | $2.1M | 47k | 44.79 |
| 2022-06-30 | $2.2M | 45k | 48.01 |
| 2022-03-31 | $2.2M | 40k | 53.96 |
| 2021-12-31 | $2.2M | 38k | 57.07 |
| 2021-09-30 | $1.8M | 33k | 55.47 |
| 2021-06-30 | $1.6M | 29k | 56.01 |
| 2021-03-31 | $1.5M | 29k | 53.56 |
| 2020-12-31 | $1.4M | 27k | 52.20 |
| 2020-09-30 | $1.3M | 26k | 48.44 |
| 2020-06-30 | $1.2M | 25k | 46.40 |
| 2020-03-31 | $792k | 19k | 41.40 |
| 2019-12-31 | $779k | 16k | 47.81 |
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