iShares S&P Growth Allocation Fund shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.3M | 40k | 56.32 |
| 2024-03-31 | $2.3M | 42k | 55.67 |
| 2023-12-31 | $2.3M | 44k | 53.19 |
| 2023-09-30 | $1.7M | 34k | 49.41 |
| 2023-06-30 | $1.5M | 30k | 51.45 |
| 2023-03-31 | $1.4M | 28k | 50.03 |
| 2022-12-31 | $1.3M | 27k | 47.16 |
| 2022-09-30 | $831k | 19k | 44.75 |
| 2022-06-30 | $690k | 14k | 47.97 |
| 2022-03-31 | $686k | 13k | 54.09 |
| 2021-12-31 | $699k | 12k | 57.12 |
| 2021-09-30 | $684k | 12k | 55.29 |
| 2021-06-30 | $647k | 12k | 56.03 |
| 2021-03-31 | $606k | 11k | 53.41 |
| 2020-12-31 | $327k | 6.3k | 52.22 |
| 2020-09-30 | $776k | 16k | 48.49 |
| 2020-03-31 | $515k | 12k | 41.42 |
More positions owned by H D Vest Advisory Services
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