iShares S&P Growth Allocation Fund shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in iShares S&P Growth Allocation Fund
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All positions including iShares S&P Growth Allocation Fund held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P Growth Allocation Fund by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $18M | 319k | 55.67 |
| 2023-09-30 | $16M | 332k | 49.41 |
| 2023-06-30 | $17M | 335k | 51.45 |
| 2023-03-31 | $17M | 339k | 50.00 |
| 2022-12-31 | $16M | 349k | 47.16 |
| 2022-09-30 | $17M | 387k | 44.78 |
| 2022-06-30 | $21M | 428k | 48.00 |
| 2022-03-31 | $30M | 586k | 51.09 |
| 2021-12-31 | $37M | 648k | 57.32 |
| 2021-09-30 | $39M | 696k | 55.51 |
| 2021-03-31 | $40M | 744k | 53.71 |
| 2020-12-31 | $42M | 808k | 52.26 |
| 2020-09-30 | $46M | 956k | 48.50 |
| 2020-06-30 | $46M | 982k | 46.39 |
| 2020-03-31 | $45M | 1.1M | 41.38 |
| 2019-12-31 | $58M | 1.2M | 47.84 |
| 2019-09-30 | $56M | 1.2M | 46.06 |
| 2019-06-30 | $62M | 1.4M | 46.02 |
| 2019-03-31 | $1.4B | 1.4M | 995.43 |
| 2018-12-31 | $60M | 1.5M | 41.31 |
| 2018-09-30 | $31k | 683k | 0.05 |
| 2018-06-30 | $28k | 626k | 0.04 |
| 2018-03-31 | $26k | 590k | 0.04 |
| 2017-12-31 | $30M | 660k | 44.92 |
| 2017-09-30 | $35M | 788k | 44.83 |
| 2017-06-30 | $35M | 807k | 43.61 |
| 2017-03-31 | $35M | 833k | 42.39 |
| 2016-12-31 | $57M | 1.4M | 40.58 |
| 2016-09-30 | $58M | 1.4M | 41.15 |
| 2016-06-30 | $65M | 1.7M | 37.97 |
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