Fort Henry Capital LLC Trims Stock Position in iShares Core Growth Allocation ETF (NYSEARCA:AOR)

Fort Henry Capital LLC reduced its holdings in iShares Core Growth Allocation ETF (NYSEARCA:AOR) by 5.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 56,073 shares of the company’s stock after selling 3,478 shares during the quarter. iShares Core Growth Allocation ETF accounts for about 2.3% of Fort Henry Capital LLC’s investment portfolio, making the stock its 10th largest holding. Fort Henry Capital LLC’s holdings in iShares Core Growth Allocation ETF were worth $3,214,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the business. Concurrent Investment Advisors LLC grew its position in shares of iShares Core Growth Allocation ETF by 2.2% in the 3rd quarter. Concurrent Investment Advisors LLC now owns 8,692 shares of the company’s stock valued at $515,000 after purchasing an additional 188 shares during the period. Geneos Wealth Management Inc. lifted its stake in iShares Core Growth Allocation ETF by 11.2% in the fourth quarter. Geneos Wealth Management Inc. now owns 1,882 shares of the company’s stock valued at $108,000 after buying an additional 189 shares in the last quarter. Prospera Financial Services Inc boosted its holdings in shares of iShares Core Growth Allocation ETF by 2.0% in the third quarter. Prospera Financial Services Inc now owns 10,013 shares of the company’s stock valued at $593,000 after buying an additional 196 shares during the period. New Capital Management LP increased its position in shares of iShares Core Growth Allocation ETF by 2.4% during the third quarter. New Capital Management LP now owns 9,146 shares of the company’s stock worth $542,000 after acquiring an additional 210 shares in the last quarter. Finally, Tempus Wealth Planning LLC raised its holdings in shares of iShares Core Growth Allocation ETF by 1.7% during the third quarter. Tempus Wealth Planning LLC now owns 12,769 shares of the company’s stock worth $756,000 after acquiring an additional 213 shares during the period.

iShares Core Growth Allocation ETF Trading Down 0.2 %

AOR opened at $58.45 on Friday. The stock has a market capitalization of $2.12 billion, a P/E ratio of 17.06 and a beta of 0.62. iShares Core Growth Allocation ETF has a 12 month low of $53.00 and a 12 month high of $59.77. The firm’s fifty day simple moving average is $58.23 and its 200 day simple moving average is $57.96.

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.