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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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All positions including iShares S&P Growth Allocation Fund held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
2024-06-30 $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

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Vanguard Growth Etf Etf (VUG)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Jpmorgan Active Value Etf Etf (JAVA)
Jpmorgan Active Growth Etf Etf (JGRO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Apple Stock (AAPL)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Vanguard S&p 500 Etf Etf (VOO)
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Bank of America Corporation
Mesirow Financial Investment Management International Equity
Aspiriant
Wells Fargo & Company
Lebenthal Global Advisors
Morgan Stanley
LPL Financial
Kovitz Investment Group Partners
Assetmark
Consilium Wealth Advisory
International Assets Investment Management
Foundations Investment Advisors
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding iShares S&P Growth Allocation Fund