iShares S&P Growth Allocation Fund shares owned by Strategic Family Wealth Counselors
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Strategic Family Wealth Counselors
from 13F filings
Historical chart of Strategic Family Wealth Counselors investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Strategic Family Wealth Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.8M | 71k | 53.19 |
| 2023-09-30 | $2.5M | 50k | 49.41 |
| 2023-06-30 | $2.6M | 50k | 51.45 |
| 2023-03-31 | $2.5M | 50k | 50.03 |
| 2022-12-31 | $5.6M | 119k | 47.16 |
| 2022-09-30 | $2.1M | 47k | 44.78 |
| 2022-06-30 | $2.3M | 47k | 48.00 |
| 2022-03-31 | $2.6M | 48k | 53.96 |
| 2021-12-31 | $3.0M | 53k | 57.07 |
| 2021-09-30 | $2.8M | 51k | 55.48 |
| 2021-06-30 | $2.9M | 51k | 55.99 |
| 2021-03-31 | $2.7M | 51k | 53.57 |
| 2020-12-31 | $2.7M | 51k | 52.19 |
| 2020-09-30 | $2.1M | 44k | 48.43 |
| 2020-06-30 | $2.7M | 57k | 46.39 |
| 2020-03-31 | $1.4M | 33k | 41.39 |
| 2018-12-31 | $553k | 13k | 41.29 |
More positions owned by Strategic Family Wealth Counselors
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