Fidato Wealth LLC Has $705,000 Stake in iShares Core Growth Allocation ETF (NYSEARCA:AOR)

Fidato Wealth LLC increased its stake in iShares Core Growth Allocation ETF (NYSEARCA:AOR) by 8.5% during the 1st quarter, Holdings Channel reports. The firm owned 12,670 shares of the company’s stock after purchasing an additional 994 shares during the quarter. iShares Core Growth Allocation ETF comprises approximately 0.6% of Fidato Wealth LLC’s portfolio, making the stock its 8th biggest holding. Fidato Wealth LLC’s holdings in iShares Core Growth Allocation ETF were worth $705,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of AOR. New Capital Management LP boosted its holdings in shares of iShares Core Growth Allocation ETF by 2.3% in the 1st quarter. New Capital Management LP now owns 8,033 shares of the company’s stock worth $447,000 after purchasing an additional 182 shares in the last quarter. Capital Insight Partners LLC boosted its stake in iShares Core Growth Allocation ETF by 0.7% in the fourth quarter. Capital Insight Partners LLC now owns 28,862 shares of the company’s stock worth $1,535,000 after buying an additional 191 shares in the last quarter. Beacon Financial Advisory LLC raised its stake in shares of iShares Core Growth Allocation ETF by 2.0% during the fourth quarter. Beacon Financial Advisory LLC now owns 9,764 shares of the company’s stock worth $519,000 after acquiring an additional 195 shares in the last quarter. Lincoln National Corp lifted its holdings in shares of iShares Core Growth Allocation ETF by 1.4% in the 4th quarter. Lincoln National Corp now owns 14,410 shares of the company’s stock worth $766,000 after acquiring an additional 203 shares during the last quarter. Finally, Geneos Wealth Management Inc. boosted its stake in shares of iShares Core Growth Allocation ETF by 15.0% in the 4th quarter. Geneos Wealth Management Inc. now owns 1,563 shares of the company’s stock valued at $83,000 after purchasing an additional 204 shares in the last quarter.

iShares Core Growth Allocation ETF Stock Performance

Shares of AOR stock traded up $0.10 on Tuesday, hitting $55.93. 43,856 shares of the company’s stock traded hands, compared to its average volume of 219,306. The stock has a market capitalization of $2.02 billion, a price-to-earnings ratio of 17.06 and a beta of 0.62. The company’s fifty day simple moving average is $55.60 and its 200 day simple moving average is $54.51. iShares Core Growth Allocation ETF has a one year low of $47.56 and a one year high of $56.70.

iShares Core Growth Allocation ETF Company 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.