BSW Wealth Partners Has $9.31 Million Holdings in iShares Core Growth Allocation ETF (NYSEARCA:AOR)

BSW Wealth Partners lessened its holdings in iShares Core Growth Allocation ETF (NYSEARCA:AOR) by 0.3% during the fourth quarter, HoldingsChannel.com reports. The firm owned 162,434 shares of the company’s stock after selling 432 shares during the period. iShares Core Growth Allocation ETF accounts for 1.4% of BSW Wealth Partners’ portfolio, making the stock its 13th biggest position. BSW Wealth Partners’ holdings in iShares Core Growth Allocation ETF were worth $9,311,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in the business. JPMorgan Chase & Co. boosted its stake in shares of iShares Core Growth Allocation ETF by 102.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 687,060 shares of the company’s stock worth $40,701,000 after acquiring an additional 33,649,765 shares during the period. Janney Montgomery Scott LLC lifted its holdings in iShares Core Growth Allocation ETF by 943.8% during the 4th quarter. Janney Montgomery Scott LLC now owns 272,742 shares of the company’s stock valued at $15,634,000 after purchasing an additional 246,613 shares during the last quarter. International Assets Investment Management LLC boosted its position in iShares Core Growth Allocation ETF by 5,281.4% during the third quarter. International Assets Investment Management LLC now owns 246,792 shares of the company’s stock worth $14,620,000 after purchasing an additional 242,206 shares during the period. Jim Saulnier & Associates LLC acquired a new position in shares of iShares Core Growth Allocation ETF in the third quarter valued at $10,984,000. Finally, Focus Financial Network Inc. bought a new position in shares of iShares Core Growth Allocation ETF in the third quarter valued at about $3,634,000.

iShares Core Growth Allocation ETF Stock Performance

NYSEARCA AOR opened at $58.56 on Wednesday. iShares Core Growth Allocation ETF has a 52-week low of $53.00 and a 52-week high of $59.77. The stock has a market cap of $2.12 billion, a PE ratio of 17.06 and a beta of 0.62. The firm has a 50-day moving average of $58.23 and a 200-day moving average of $57.98.

About iShares Core Growth Allocation ETF

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.