iShares S&P Growth Allocation Fund shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $556k | 8.6k | 64.62 |
| 2025-03-31 | $488k | 8.5k | 57.57 |
| 2024-12-31 | $494k | 8.5k | 58.19 |
| 2024-09-30 | $502k | 8.5k | 59.24 |
| 2024-06-30 | $478k | 8.5k | 56.32 |
| 2024-03-31 | $472k | 8.5k | 55.67 |
| 2023-12-31 | $451k | 8.5k | 53.19 |
| 2023-09-30 | $421k | 8.5k | 49.66 |
| 2023-06-30 | $436k | 8.5k | 51.45 |
| 2023-03-31 | $424k | 8.5k | 50.03 |
| 2022-12-31 | $400k | 8.5k | 47.16 |
| 2022-09-30 | $390k | 8.5k | 45.99 |
| 2022-06-30 | $415k | 8.5k | 48.94 |
| 2022-03-31 | $458k | 8.5k | 54.01 |
| 2021-12-31 | $485k | 8.5k | 57.19 |
| 2021-09-30 | $470k | 8.5k | 55.42 |
| 2021-06-30 | $475k | 8.5k | 56.01 |
| 2021-03-31 | $443k | 8.5k | 52.24 |
| 2020-12-31 | $411k | 8.5k | 48.47 |
| 2020-09-30 | $927k | 19k | 47.83 |
| 2020-06-30 | $911k | 19k | 47.00 |
| 2020-03-31 | $1.5M | 36k | 41.82 |
| 2019-12-31 | $3.2M | 67k | 47.77 |
| 2019-09-30 | $3.1M | 67k | 45.87 |
| 2019-06-30 | $4.2M | 92k | 46.02 |
| 2019-03-31 | $5.9M | 131k | 44.89 |
| 2018-12-31 | $5.7M | 137k | 41.31 |
| 2017-06-30 | $266k | 6.1k | 43.54 |
| 2017-03-31 | $520k | 12k | 42.41 |
| 2016-12-31 | $498k | 12k | 40.61 |
| 2016-09-30 | $505k | 12k | 41.18 |
| 2016-06-30 | $481k | 12k | 40.03 |
| 2016-03-31 | $476k | 12k | 39.49 |
| 2015-12-31 | $469k | 12k | 38.91 |
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