iShares S&P Growth Allocation Fund shares owned by First Heartland Consultants
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by First Heartland Consultants
from 13F filings
Historical chart of First Heartland Consultants investment in iShares S&P Growth Allocation Fund
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All positions including iShares S&P Growth Allocation Fund held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P Growth Allocation Fund by First Heartland Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 20k | 64.38 |
| 2025-06-30 | $457k | 7.4k | 61.57 |
| 2025-03-31 | $295k | 5.1k | 57.57 |
| 2024-12-31 | $295k | 5.1k | 57.32 |
| 2024-09-30 | $279k | 4.7k | 59.27 |
| 2019-12-31 | $2.2M | 46k | 47.84 |
| 2019-09-30 | $3.5M | 75k | 46.07 |
| 2019-06-30 | $3.5M | 76k | 46.02 |
| 2019-03-31 | $3.4M | 76k | 44.70 |
| 2018-12-31 | $3.5M | 85k | 41.31 |
| 2018-09-30 | $3.8M | 85k | 45.13 |
| 2018-06-30 | $3.7M | 83k | 44.37 |
| 2018-03-31 | $3.4M | 75k | 44.58 |
| 2017-12-31 | $3.1M | 70k | 44.91 |
| 2017-09-30 | $2.9M | 65k | 44.84 |
| 2017-06-30 | $2.7M | 62k | 43.61 |
| 2017-03-31 | $1.9M | 44k | 42.38 |
| 2016-12-31 | $258k | 6.4k | 40.52 |
| 2016-09-30 | $278k | 6.7k | 41.21 |
| 2016-06-30 | $1.9M | 48k | 40.04 |
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