iShares S&P Growth Allocation Fund shares owned by Lido Advisors
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $559k | 10k | 55.67 |
| 2023-12-31 | $524k | 9.9k | 53.19 |
| 2023-09-30 | $592k | 12k | 49.41 |
| 2023-06-30 | $646k | 13k | 51.45 |
| 2023-03-31 | $555k | 11k | 50.03 |
| 2022-12-31 | $458k | 9.7k | 47.16 |
| 2022-09-30 | $427k | 9.6k | 44.68 |
| 2022-06-30 | $458k | 9.6k | 47.93 |
| 2022-03-31 | $513k | 9.5k | 53.87 |
| 2021-12-31 | $641k | 11k | 57.02 |
| 2021-09-30 | $597k | 3.3k | 179.93 |
| 2021-06-30 | $617k | 11k | 56.02 |
| 2021-03-31 | $590k | 11k | 53.55 |
| 2020-12-31 | $681k | 13k | 52.14 |
| 2020-09-30 | $656k | 14k | 48.44 |
| 2020-06-30 | $683k | 15k | 46.39 |
| 2020-03-31 | $616k | 15k | 41.39 |
| 2019-12-31 | $905k | 19k | 47.82 |
| 2019-09-30 | $940k | 20k | 46.06 |
| 2019-06-30 | $1.0M | 23k | 46.01 |
| 2019-03-31 | $1.2M | 27k | 44.69 |
| 2018-12-31 | $1.3M | 31k | 41.62 |
| 2018-09-30 | $1.7M | 37k | 45.11 |
| 2018-06-30 | $2.5M | 56k | 44.36 |
| 2018-03-31 | $3.8M | 84k | 44.57 |
| 2017-12-31 | $5.0M | 112k | 44.92 |
| 2017-09-30 | $6.3M | 140k | 45.30 |
| 2017-06-30 | $3.2M | 73k | 43.61 |
| 2017-03-31 | $2.4M | 56k | 43.03 |
Top funds holding iShares S&P Growth Allocation Fund
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