iShares S&P Growth Allocation Fund shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $221k | 3.9k | 57.32 |
| 2024-09-30 | $894k | 15k | 59.24 |
| 2024-06-30 | $825k | 15k | 56.32 |
| 2024-03-31 | $844k | 15k | 55.67 |
| 2023-12-31 | $835k | 16k | 53.19 |
| 2023-09-30 | $717k | 15k | 49.41 |
| 2023-06-30 | $682k | 13k | 51.45 |
| 2023-03-31 | $668k | 13k | 50.03 |
| 2022-12-31 | $708k | 15k | 47.16 |
| 2022-09-30 | $686k | 15k | 44.79 |
| 2022-06-30 | $797k | 17k | 47.99 |
| 2022-03-31 | $884k | 16k | 53.98 |
| 2021-12-31 | $1.0M | 18k | 57.10 |
| 2021-09-30 | $1.0M | 18k | 55.45 |
| 2021-06-30 | $973k | 17k | 56.00 |
| 2021-03-31 | $893k | 17k | 53.57 |
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