iShares S&P Growth Allocation Fund shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $494k | 8.3k | 59.24 |
| 2024-03-31 | $774k | 14k | 55.67 |
| 2023-12-31 | $876k | 17k | 53.19 |
| 2023-09-30 | $811k | 16k | 49.41 |
| 2023-06-30 | $845k | 16k | 51.45 |
| 2023-03-31 | $819k | 16k | 50.03 |
| 2022-12-31 | $765k | 16k | 47.16 |
| 2022-09-30 | $723k | 16k | 44.79 |
| 2022-06-30 | $785k | 16k | 48.01 |
| 2022-03-31 | $917k | 17k | 53.97 |
| 2021-12-31 | $1.1M | 20k | 57.08 |
| 2021-09-30 | $1.1M | 20k | 55.46 |
| 2021-06-30 | $1.2M | 22k | 55.99 |
| 2021-03-31 | $1.2M | 22k | 53.55 |
| 2020-12-31 | $2.0M | 39k | 52.21 |
| 2020-09-30 | $2.5M | 51k | 48.44 |
| 2020-06-30 | $4.3M | 92k | 46.40 |
| 2020-03-31 | $5.3M | 129k | 41.38 |
| 2019-12-31 | $7.1M | 149k | 47.84 |
| 2019-09-30 | $7.0M | 152k | 46.06 |
| 2019-06-30 | $8.1M | 177k | 46.02 |
| 2019-03-31 | $7.9M | 176k | 44.70 |
| 2018-12-31 | $7.3M | 176k | 41.31 |
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