iShares S&P Growth Allocation Fund shares owned by Tempus Wealth Planning
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Tempus Wealth Planning
from 13F filings
Historical chart of Tempus Wealth Planning investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Tempus Wealth Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $640k | 11k | 57.32 |
2024-09-30 | $757k | 13k | 59.24 |
2024-06-30 | $707k | 13k | 56.32 |
2024-03-31 | $590k | 11k | 55.67 |
2023-12-31 | $548k | 10k | 53.19 |
2023-09-30 | $560k | 11k | 49.41 |
2023-06-30 | $580k | 11k | 51.45 |
2023-03-31 | $578k | 12k | 50.03 |
2022-12-31 | $633k | 13k | 47.16 |
2022-09-30 | $844k | 19k | 44.77 |
2022-06-30 | $864k | 18k | 48.02 |
2022-03-31 | $968k | 18k | 53.95 |
2021-12-31 | $724k | 13k | 57.06 |
2021-09-30 | $645k | 12k | 55.51 |
2021-06-30 | $647k | 12k | 56.01 |
2021-03-31 | $730k | 14k | 53.55 |
2020-12-31 | $709k | 14k | 52.21 |
2020-09-30 | $636k | 13k | 48.48 |
2020-06-30 | $635k | 14k | 46.40 |
2020-03-31 | $594k | 14k | 41.41 |
2019-12-31 | $633k | 13k | 47.82 |
Top funds holding iShares S&P Growth Allocation Fund
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