iShares S&P Growth Allocation Fund shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 20k | 64.38 |
| 2025-06-30 | $1.2M | 20k | 61.57 |
| 2025-03-31 | $1.1M | 19k | 57.57 |
| 2024-12-31 | $1.2M | 21k | 57.32 |
| 2024-09-30 | $1.2M | 20k | 59.24 |
| 2024-06-30 | $1.1M | 19k | 56.32 |
| 2024-03-31 | $820k | 15k | 55.67 |
| 2023-12-31 | $796k | 15k | 53.19 |
| 2023-09-30 | $874k | 18k | 49.41 |
| 2023-06-30 | $609k | 12k | 51.45 |
| 2023-03-31 | $588k | 12k | 50.03 |
| 2022-12-31 | $525k | 11k | 47.16 |
| 2022-09-30 | $472k | 11k | 44.81 |
| 2022-06-30 | $503k | 11k | 48.04 |
| 2022-03-31 | $585k | 11k | 54.00 |
| 2021-12-31 | $700k | 12k | 57.05 |
| 2021-09-30 | $678k | 12k | 55.47 |
| 2021-06-30 | $664k | 12k | 55.99 |
| 2021-03-31 | $612k | 11k | 53.53 |
| 2020-12-31 | $847k | 16k | 52.17 |
| 2020-09-30 | $539k | 11k | 48.47 |
| 2020-06-30 | $464k | 10k | 46.40 |
| 2020-03-31 | $419k | 10k | 41.37 |
| 2019-12-31 | $206k | 4.3k | 47.82 |
| 2019-09-30 | $202k | 4.4k | 46.06 |
More positions owned by United Capital Financial Advisers
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