iShares S&P Growth Allocation Fund shares owned by Ohe Financial
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Ohe Financial
from 13F filings
Historical chart of Ohe Financial investment in iShares S&P Growth Allocation Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P Growth Allocation Fund held by Ohe Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Growth Allocation Fund by Ohe Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 38k | 64.38 |
| 2025-06-30 | $2.4M | 38k | 61.57 |
| 2025-03-31 | $2.3M | 39k | 57.57 |
| 2024-12-31 | $2.3M | 41k | 57.32 |
| 2024-09-30 | $2.4M | 41k | 59.24 |
| 2024-06-30 | $2.3M | 41k | 56.32 |
| 2024-03-31 | $2.3M | 41k | 55.67 |
| 2023-09-30 | $2.2M | 44k | 49.41 |
| 2023-06-30 | $2.3M | 44k | 51.45 |
| 2023-03-31 | $2.2M | 44k | 50.03 |
| 2022-12-31 | $2.1M | 44k | 47.16 |
| 2022-09-30 | $2.0M | 44k | 44.78 |
| 2022-06-30 | $2.2M | 45k | 47.99 |
| 2022-03-31 | $2.2M | 40k | 53.96 |
| 2021-12-31 | $2.3M | 40k | 57.09 |
| 2021-09-30 | $2.2M | 40k | 55.47 |
| 2021-06-30 | $2.3M | 40k | 56.01 |
| 2021-03-31 | $2.2M | 42k | 53.57 |
| 2020-12-31 | $2.5M | 48k | 52.20 |
| 2020-09-30 | $2.9M | 60k | 48.44 |
| 2020-06-30 | $4.4M | 95k | 46.39 |
| 2020-03-31 | $303k | 155 | 1954.84 |
| 2019-12-31 | $7.6M | 158k | 47.84 |
| 2019-09-30 | $7.7M | 167k | 46.06 |
| 2019-06-30 | $10M | 225k | 46.02 |
| 2019-03-31 | $10M | 226k | 44.70 |
| 2018-12-31 | $515k | 13k | 41.32 |
| 2013-12-31 | $358k | 9.3k | 38.58 |
Top funds holding iShares S&P Growth Allocation Fund
View all funds holding iShares S&P Growth Allocation Fund