iShares S&P Growth Allocation Fund shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares S&P Growth Allocation Fund
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $542k | 10k | 53.19 |
2023-09-30 | $517k | 11k | 49.41 |
2023-06-30 | $546k | 11k | 51.45 |
2023-03-31 | $337k | 6.7k | 50.03 |
2022-12-31 | $301k | 6.4k | 47.16 |
2022-09-30 | $286k | 6.4k | 44.71 |
2022-06-30 | $307k | 6.4k | 47.99 |
2022-03-31 | $344k | 6.4k | 54.03 |
2021-12-31 | $357k | 6.3k | 57.02 |
2021-09-30 | $317k | 5.7k | 55.51 |
2018-09-30 | $283k | 6.3k | 45.17 |
2018-06-30 | $304k | 6.9k | 44.31 |
2018-03-31 | $294k | 6.6k | 44.55 |
2017-12-31 | $288k | 6.4k | 44.89 |
Top funds holding iShares S&P Growth Allocation Fund
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