iShares S&P Growth Allocation Fund shares owned by Marshall Financial Group
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $237k | 3.7k | 64.38 |
| 2025-06-30 | $227k | 3.7k | 61.58 |
| 2025-03-31 | $210k | 3.7k | 57.56 |
| 2024-12-31 | $213k | 3.7k | 57.31 |
| 2024-09-30 | $217k | 3.7k | 59.24 |
| 2024-06-30 | $204k | 3.6k | 56.32 |
| 2023-12-31 | $219k | 4.1k | 53.19 |
| 2023-09-30 | $202k | 4.1k | 49.41 |
| 2023-06-30 | $216k | 4.2k | 51.45 |
| 2023-03-31 | $211k | 4.2k | 50.03 |
| 2022-12-31 | $226k | 4.8k | 47.16 |
| 2022-09-30 | $213k | 4.8k | 44.84 |
| 2022-03-31 | $219k | 4.1k | 53.97 |
| 2021-12-31 | $229k | 4.0k | 57.16 |
| 2021-09-30 | $253k | 4.6k | 55.58 |
| 2021-06-30 | $253k | 4.5k | 56.04 |
| 2021-03-31 | $255k | 4.8k | 53.63 |
| 2020-12-31 | $372k | 7.1k | 52.20 |
| 2020-09-30 | $301k | 6.2k | 48.49 |
| 2020-06-30 | $273k | 5.9k | 46.43 |
| 2020-03-31 | $240k | 5.8k | 41.40 |
| 2019-12-31 | $217k | 4.5k | 47.88 |
| 2019-03-31 | $210k | 4.7k | 44.64 |
| 2018-12-31 | $229k | 5.5k | 41.37 |
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