iShares S&P Growth Allocation Fund shares owned by Sage Financial
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Sage Financial
from 13F filings
Historical chart of Sage Financial investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Sage Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 21k | 64.38 |
| 2025-06-30 | $1.3M | 21k | 61.57 |
| 2025-03-31 | $755k | 13k | 57.57 |
| 2024-12-31 | $751k | 13k | 57.32 |
| 2024-09-30 | $825k | 14k | 59.24 |
| 2024-06-30 | $787k | 14k | 56.32 |
| 2024-03-31 | $854k | 15k | 55.67 |
| 2023-12-31 | $890k | 17k | 53.19 |
| 2023-09-30 | $852k | 17k | 49.41 |
| 2023-06-30 | $966k | 19k | 51.45 |
| 2023-03-31 | $1.6M | 33k | 50.03 |
| 2022-12-31 | $1.9M | 40k | 47.16 |
| 2022-09-30 | $3.0M | 68k | 44.78 |
| 2022-06-30 | $5.5M | 115k | 48.00 |
| 2022-03-31 | $3.9M | 72k | 53.96 |
| 2021-12-31 | $5.2M | 90k | 57.08 |
| 2021-09-30 | $3.5M | 63k | 55.46 |
| 2021-06-30 | $3.4M | 61k | 55.99 |
| 2021-03-31 | $3.3M | 62k | 53.55 |
| 2020-12-31 | $4.3M | 82k | 52.20 |
| 2020-09-30 | $3.7M | 77k | 48.44 |
| 2020-06-30 | $3.5M | 76k | 46.39 |
| 2020-03-31 | $2.5M | 60k | 41.38 |
| 2019-12-31 | $2.5M | 52k | 47.84 |
| 2019-09-30 | $2.3M | 49k | 46.07 |
| 2019-06-30 | $1.9M | 42k | 46.03 |
| 2019-03-31 | $1.6M | 37k | 44.69 |
| 2018-12-31 | $2.9M | 71k | 41.31 |
| 2014-12-31 | $553k | 14k | 40.10 |
Top funds holding iShares S&P Growth Allocation Fund
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