Heirloom Wealth Management Grows Position in iShares Core Growth Allocation ETF (NYSEARCA:AOR)

Heirloom Wealth Management raised its holdings in shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR) by 22.1% during the fourth quarter, HoldingsChannel reports. The firm owned 11,520 shares of the company’s stock after purchasing an additional 2,082 shares during the period. iShares Core Growth Allocation ETF comprises 0.2% of Heirloom Wealth Management’s portfolio, making the stock its 29th largest holding. Heirloom Wealth Management’s holdings in iShares Core Growth Allocation ETF were worth $660,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of AOR. Jane Street Group LLC increased its stake in iShares Core Growth Allocation ETF by 34.0% during the 3rd quarter. Jane Street Group LLC now owns 6,004 shares of the company’s stock valued at $356,000 after purchasing an additional 1,525 shares in the last quarter. Assetmark Inc. boosted its position in iShares Core Growth Allocation ETF by 0.4% in the third quarter. Assetmark Inc. now owns 304,229 shares of the company’s stock valued at $18,023,000 after buying an additional 1,150 shares during the last quarter. Stonehearth Capital Management LLC acquired a new position in iShares Core Growth Allocation ETF in the 3rd quarter worth approximately $219,000. Northwestern Mutual Wealth Management Co. raised its position in iShares Core Growth Allocation ETF by 15.6% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 24,147 shares of the company’s stock worth $1,360,000 after buying an additional 3,250 shares during the last quarter. Finally, Harbour Investments Inc. raised its position in iShares Core Growth Allocation ETF by 7.5% during the 3rd quarter. Harbour Investments Inc. now owns 32,161 shares of the company’s stock worth $1,905,000 after buying an additional 2,233 shares during the last quarter.

iShares Core Growth Allocation ETF Price Performance

NYSEARCA:AOR opened at $58.45 on Monday. The firm has a market capitalization of $2.12 billion, a P/E ratio of 17.06 and a beta of 0.62. The company’s fifty day moving average price is $58.23 and its 200-day moving average price is $57.98. iShares Core Growth Allocation ETF has a 1-year low of $53.00 and a 1-year high of $59.77.

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.