SimpliFi »

iShares S&P Growth Allocation Fund shares owned by SimpliFi

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by SimpliFi from 13F filings

Historical chart of SimpliFi 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 SimpliFi consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Growth Allocation Fund by SimpliFi

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 21k 55.67
2023-12-31 $1.1M 22k 49.41
2023-09-30 $1.1M 22k 49.41
2023-06-30 $1.1M 21k 51.45
2023-03-31 $1.1M 21k 50.03
2022-12-31 $1.0M 22k 47.16
2022-09-30 $968k 22k 44.77
2022-06-30 $1.0M 22k 48.01
2022-03-31 $1.2M 22k 53.96
2021-12-31 $1.3M 22k 57.08
2021-09-30 $1.1M 21k 55.45
2021-06-30 $1.1M 19k 56.00