iShares S&P Growth Allocation Fund shares owned by Stonehearth Capital Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Stonehearth Capital Management
from 13F filings
Historical chart of Stonehearth Capital Management investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Stonehearth Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $241k | 3.7k | 65.01 |
| 2024-12-31 | $221k | 3.9k | 57.32 |
| 2024-09-30 | $219k | 3.7k | 59.24 |
| 2024-03-31 | $220k | 4.0k | 55.67 |
| 2023-03-31 | $215k | 4.3k | 50.03 |
| 2022-06-30 | $203k | 4.2k | 48.07 |
| 2022-03-31 | $234k | 4.3k | 53.88 |
| 2021-12-31 | $262k | 4.6k | 57.12 |
| 2021-09-30 | $208k | 3.8k | 55.39 |
| 2021-06-30 | $258k | 4.6k | 55.90 |
| 2021-03-31 | $350k | 6.5k | 53.54 |
| 2020-12-31 | $335k | 6.4k | 52.12 |
| 2020-09-30 | $340k | 7.0k | 48.51 |
| 2020-06-30 | $350k | 7.3k | 48.00 |
| 2020-03-31 | $347k | 8.4k | 41.36 |
| 2019-12-31 | $397k | 8.3k | 47.82 |
| 2019-09-30 | $390k | 8.5k | 46.00 |
| 2019-06-30 | $421k | 9.2k | 46.00 |
| 2019-03-31 | $508k | 11k | 44.68 |
| 2018-12-31 | $514k | 12k | 41.34 |
| 2018-09-30 | $562k | 13k | 45.12 |
| 2018-06-30 | $708k | 16k | 44.38 |
| 2018-03-31 | $1.4M | 32k | 44.56 |
| 2017-12-31 | $1.3M | 30k | 44.93 |
| 2017-09-30 | $1.3M | 29k | 44.84 |
| 2017-06-30 | $1.5M | 35k | 43.60 |
| 2017-03-31 | $1.5M | 35k | 42.39 |
| 2016-12-31 | $1.5M | 37k | 40.57 |
| 2016-09-30 | $1.5M | 36k | 41.14 |
| 2016-06-30 | $1.6M | 40k | 40.03 |
| 2016-03-31 | $1.5M | 38k | 39.44 |
| 2015-12-31 | $1.5M | 38k | 38.88 |
| 2015-09-30 | $1.7M | 43k | 38.17 |
| 2015-06-30 | $1.7M | 43k | 40.53 |
| 2015-03-31 | $1.7M | 42k | 40.81 |
| 2014-12-31 | $1.7M | 43k | 40.13 |
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