AOR — iShares S&P Growth Allocation FunCommon

Ownership history in BOSTON RESEARCH & MANAGEMENT INC  ·  63 quarters on record

AI Ownership Summary

BOSTON RESEARCH & MANAGEMENT INC reported iShares S&P Growth Allocation FunCommon (AOR) in 63 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2023 Q4. The latest visible filing shows AOR at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AOR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOSTON RESEARCH & MANAGEMENT INC's position in iShares S&P Growth Allocation FunCommon, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AOR was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AOR stock page BOSTON RESEARCH & MANAGEMENT INC fund profile BOSTON RESEARCH & MANAGEMENT INC full holdings
How BOSTON RESEARCH & MANAGEMENT INC held AOR — position size vs. price
% of Fund (quarterly)    AOR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 7,001 +45 +0.6% 0.11% $450 2026-04-10 $66.01
2025 Q4 ADDED 6,956 +30 +0.4% 0.10% $452K 2026-02-11 $66.81
2025 Q3 ADDED 6,926 +40 +0.6% 0.10% $445K 2025-11-12 $64.44
2025 Q2 REDUCED 6,886 -1,623 -19.1% 0.10% $423K 2025-08-12 $61.29
2025 Q1 ADDED 8,509 +60 +0.7% 0.12% $489K 2025-05-12 $57.29
2024 Q4 REDUCED 8,449 -188 -2.2% 0.12% $484K 2025-02-12 $56.85
2024 Q3 ADDED 8,637 +90 +1.1% 0.12% $511K 2024-11-12 $56.12
2024 Q2 REDUCED 8,547 -280 -3.2% 0.12% $481K 2024-08-13 $54.13
2024 Q1 UNCHANGED 8,827 — 0% 0.12% $491K 2024-05-14 $52.65
2023 Q4 ADDED 8,827 +3 +0.0% 0.12% $469K 2024-02-12 $50.84
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AOR

As of 2026 Q1 — sorted by position size

Worth Asset Management, LLC 3Y 16.55% Phil A. Younker & Associates, Ltd. 7.57% Cogent Private Wealth, Inc. 5.03% BSW Wealth Partners 3Y 7Y 1.98% Legacy Wealth Partners, LLC 1.55% Bell Investment Advisors, Inc 3Y 0.83% Selby Wealth Management, LLC 0.82% Adirondack Capital Advisors, LLC 0.54% Prentice Wealth Management LLC 3Y 0.39% Box Hill Private Wealth LLC 0.38%

FAQ About BOSTON RESEARCH & MANAGEMENT INC and AOR

These are the practical questions this page is built to answer before you even open the full history table.

How long has BOSTON RESEARCH & MANAGEMENT INC reported owning AOR?

BOSTON RESEARCH & MANAGEMENT INC reported AOR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AOR position in BOSTON RESEARCH & MANAGEMENT INC's portfolio?

The largest reported portfolio weight for AOR was 0.12% in 2023 Q4.

What is the latest reported AOR position on this page?

The most recent filing on this page is 2026 Q1, when BOSTON RESEARCH & MANAGEMENT INC reported 7,001 shares, equal to 0.11% of portfolio, with an estimated market value of $450.

What does the chart on this AOR ownership page compare?

The chart compares BOSTON RESEARCH & MANAGEMENT INC's quarterly AOR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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