Burt Wealth Advisors Has $3.88 Million Holdings in iShares Core Growth Allocation ETF (NYSEARCA:AOR)

Burt Wealth Advisors cut its holdings in iShares Core Growth Allocation ETF (NYSEARCA:AOR) by 0.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 65,455 shares of the company’s stock after selling 200 shares during the period. iShares Core Growth Allocation ETF makes up approximately 1.0% of Burt Wealth Advisors’ investment portfolio, making the stock its 20th largest position. Burt Wealth Advisors’ holdings in iShares Core Growth Allocation ETF were worth $3,878,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Private Advisor Group LLC lifted its holdings in shares of iShares Core Growth Allocation ETF by 18.1% during the 1st quarter. Private Advisor Group LLC now owns 26,240 shares of the company’s stock worth $1,461,000 after acquiring an additional 4,015 shares during the period. Nvwm LLC lifted its holdings in shares of iShares Core Growth Allocation ETF by 3.6% during the 1st quarter. Nvwm LLC now owns 5,366 shares of the company’s stock worth $299,000 after acquiring an additional 184 shares during the period. Wealth Forward LLC lifted its holdings in shares of iShares Core Growth Allocation ETF by 1.3% during the 1st quarter. Wealth Forward LLC now owns 103,645 shares of the company’s stock worth $5,770,000 after acquiring an additional 1,340 shares during the period. Bell Investment Advisors Inc lifted its holdings in shares of iShares Core Growth Allocation ETF by 0.5% during the 1st quarter. Bell Investment Advisors Inc now owns 149,960 shares of the company’s stock worth $8,348,000 after acquiring an additional 807 shares during the period. Finally, Reston Wealth Management LLC increased its position in iShares Core Growth Allocation ETF by 34.9% during the 1st quarter. Reston Wealth Management LLC now owns 9,779 shares of the company’s stock worth $544,000 after purchasing an additional 2,532 shares in the last quarter.

iShares Core Growth Allocation ETF Price Performance

AOR stock traded down $0.12 during trading on Friday, reaching $58.94. 42,129 shares of the company were exchanged, compared to its average volume of 183,654. The company has a 50-day moving average of $58.42 and a two-hundred day moving average of $56.94. The company has a market capitalization of $2.13 billion, a price-to-earnings ratio of 17.06 and a beta of 0.62. iShares Core Growth Allocation ETF has a twelve month low of $49.38 and a twelve month high of $59.47.

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.