iShares S&P Growth Allocation Fund shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $78k | 1.3k | 59.26 |
| 2024-06-30 | $101k | 1.8k | 56.31 |
| 2024-03-31 | $180k | 3.2k | 55.67 |
| 2023-12-31 | $330k | 6.2k | 53.19 |
| 2023-09-30 | $313k | 6.3k | 49.41 |
| 2023-06-30 | $328k | 6.4k | 51.25 |
| 2023-03-31 | $397k | 7.9k | 50.39 |
| 2022-12-31 | $348k | 7.8k | 44.74 |
| 2022-09-30 | $348k | 7.8k | 44.74 |
| 2022-06-30 | $373k | 7.8k | 48.04 |
| 2022-03-31 | $440k | 8.2k | 53.91 |
| 2021-12-31 | $444k | 7.8k | 57.03 |
| 2021-09-30 | $382k | 6.9k | 55.50 |
| 2021-06-30 | $347k | 6.2k | 56.01 |
| 2021-03-31 | $257k | 4.8k | 53.55 |
| 2019-06-30 | $35k | 752 | 46.54 |
| 2019-03-31 | $34k | 752 | 45.21 |
| 2018-12-31 | $31k | 752 | 41.22 |
| 2018-09-30 | $5.0k | 120 | 41.67 |
| 2018-06-30 | $5.0k | 120 | 41.67 |
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