iShares S&P Growth Allocation Fund shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $703k | 13k | 55.67 |
| 2023-12-31 | $688k | 13k | 53.19 |
| 2023-09-30 | $651k | 13k | 49.41 |
| 2023-06-30 | $746k | 15k | 51.45 |
| 2023-03-31 | $754k | 15k | 50.03 |
| 2022-12-31 | $707k | 15k | 47.16 |
| 2022-09-30 | $668k | 15k | 44.76 |
| 2022-06-30 | $716k | 15k | 47.98 |
| 2022-03-31 | $815k | 15k | 53.97 |
| 2021-12-31 | $1.3M | 22k | 57.08 |
More positions owned by Morton Brown Family Wealth
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