iShares S&P Growth Allocation Fund shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 17k | 59.24 |
| 2024-06-30 | $1.0M | 18k | 56.32 |
| 2024-03-31 | $1.4M | 24k | 55.67 |
| 2023-12-31 | $1.2M | 23k | 53.19 |
| 2023-09-30 | $1.1M | 23k | 49.41 |
| 2023-06-30 | $1.2M | 22k | 51.45 |
| 2023-03-31 | $1.1M | 21k | 50.03 |
| 2022-12-31 | $1.1M | 22k | 47.16 |
| 2022-09-30 | $1.0M | 23k | 44.79 |
| 2022-06-30 | $1.1M | 23k | 47.99 |
| 2022-03-31 | $1.2M | 23k | 53.96 |
| 2021-12-31 | $1.2M | 22k | 57.08 |
| 2021-09-30 | $1.2M | 22k | 55.46 |
| 2021-06-30 | $1.2M | 22k | 55.99 |
| 2021-03-31 | $1.2M | 22k | 53.56 |
| 2020-12-31 | $1.1M | 21k | 52.19 |
| 2020-09-30 | $914k | 19k | 48.44 |
| 2020-06-30 | $910k | 20k | 46.39 |
| 2020-03-31 | $640k | 16k | 41.35 |
| 2019-12-31 | $565k | 12k | 47.82 |
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