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iShares S&P Growth Allocation Fund shares owned by Sunbelt Securities

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

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

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $433k 7.6k 57.32
2024-09-30 $530k 9.0k 59.24
2024-06-30 $585k 10k 56.32
2024-03-31 $324k 5.8k 55.67
2023-12-31 $204k 3.8k 53.19
2023-09-30 $190k 3.8k 49.41
2023-06-30 $199k 3.9k 51.45
2023-03-31 $192k 3.9k 49.47
2021-09-30 $807k 15k 55.72
2021-06-30 $807k 15k 55.72
2021-03-31 $716k 13k 53.54
2020-12-31 $802k 15k 52.21
2019-12-31 $30k 2.5k 11.96
2016-12-31 $7.3k 180 40.58