iShares S&P Growth Allocation Fund shares owned by Nelson, Van Denburg & Campbell Wealth Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Nelson, Van Denburg & Campbell Wealth Management
from 13F filings
Historical chart of Nelson, Van Denburg & Campbell 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 Nelson, Van Denburg & Campbell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 21k | 59.24 |
| 2024-06-30 | $1.2M | 21k | 56.32 |
| 2024-03-31 | $348k | 6.3k | 55.68 |
| 2023-12-31 | $333k | 6.3k | 53.19 |
| 2023-09-30 | $370k | 7.5k | 49.41 |
| 2023-06-30 | $385k | 7.5k | 51.45 |
| 2023-03-31 | $374k | 7.5k | 50.04 |
| 2022-12-31 | $352k | 7.5k | 47.16 |
| 2022-09-30 | $336k | 7.5k | 44.75 |
| 2022-06-30 | $360k | 7.5k | 47.97 |
| 2022-03-31 | $405k | 7.5k | 53.96 |
| 2021-12-31 | $429k | 7.5k | 57.06 |
| 2021-09-30 | $494k | 8.9k | 55.37 |
| 2021-06-30 | $499k | 8.9k | 55.96 |
| 2021-03-31 | $477k | 8.9k | 53.51 |
| 2020-12-31 | $577k | 11k | 52.20 |
| 2020-09-30 | $553k | 11k | 48.43 |
| 2020-06-30 | $504k | 11k | 46.34 |
| 2020-03-31 | $396k | 9.6k | 41.34 |
| 2019-12-31 | $458k | 9.6k | 47.82 |
| 2019-09-30 | $531k | 12k | 45.98 |
| 2019-06-30 | $525k | 11k | 46.00 |
| 2019-03-31 | $509k | 11k | 44.64 |
| 2018-12-31 | $443k | 11k | 41.30 |
| 2018-09-30 | $484k | 11k | 45.15 |
| 2018-06-30 | $475k | 11k | 44.38 |
| 2018-03-31 | $466k | 11k | 44.53 |
| 2017-12-31 | $481k | 11k | 44.92 |
| 2017-09-30 | $515k | 12k | 44.83 |
| 2017-06-30 | $500k | 12k | 43.58 |
| 2017-03-31 | $486k | 12k | 42.38 |
| 2016-12-31 | $404k | 10k | 40.54 |
| 2016-09-30 | $401k | 9.7k | 41.18 |
| 2016-06-30 | $407k | 10k | 40.01 |
| 2016-03-31 | $397k | 10k | 39.42 |
| 2015-12-31 | $172k | 4.4k | 38.90 |
| 2015-09-30 | $163k | 4.3k | 38.16 |
| 2015-06-30 | $165k | 4.1k | 40.56 |
| 2015-03-31 | $161k | 4.0k | 40.71 |
| 2014-12-31 | $158k | 3.9k | 40.04 |
| 2014-09-30 | $155k | 3.9k | 39.35 |
| 2014-06-30 | $154k | 3.8k | 40.59 |
| 2014-03-31 | $148k | 3.8k | 39.06 |
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