BSW Wealth Partners trimmed its stake in shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR – Free Report) by 0.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 162,434 shares of the company’s stock after selling 432 shares during the quarter. iShares Core Growth Allocation ETF accounts for 1.4% of BSW Wealth Partners’ portfolio, making the stock its 13th largest holding. BSW Wealth Partners owned approximately 0.45% of iShares Core Growth Allocation ETF worth $9,311,000 as of its most recent SEC filing.
Several other large investors also recently modified their holdings of the stock. Hobbs Group Advisors LLC bought a new position in shares of iShares Core Growth Allocation ETF in the third quarter worth about $32,000. Whittier Trust Co. of Nevada Inc. acquired a new stake in shares of iShares Core Growth Allocation ETF in the third quarter valued at approximately $33,000. Highline Wealth Partners LLC bought a new position in iShares Core Growth Allocation ETF in the 3rd quarter worth approximately $41,000. Sound Income Strategies LLC acquired a new position in iShares Core Growth Allocation ETF during the 4th quarter worth $49,000. Finally, ST Germain D J Co. Inc. bought a new position in iShares Core Growth Allocation ETF in the 4th quarter valued at $54,000.
iShares Core Growth Allocation ETF Trading Up 0.4 %
Shares of NYSEARCA:AOR opened at $58.56 on Wednesday. iShares Core Growth Allocation ETF has a 1-year low of $53.00 and a 1-year high of $59.77. The stock has a market capitalization of $2.12 billion, a P/E ratio of 17.06 and a beta of 0.62. The business has a 50-day moving average price of $58.23 and a two-hundred day moving average price of $57.98.
iShares Core Growth Allocation ETF Profile
iShares Growth Allocation ETF, formerly iShares S&P Growth Allocation Fund (the Fund), is an open-end management investment company. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Target Risk Growth Index (the Growth Allocation Index). The Growth Allocation Index seeks to measure the performance of an asset allocation strategy targeted to a growth-focused risk profile.
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