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iShares S&P Growth Allocation Fund shares owned by GW & Wade

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade investment in iShares S&P Growth Allocation Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Growth Allocation Fund held by GW & Wade consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Growth Allocation Fund by GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 49k 53.19
2023-09-30 $2.6M 53k 49.41
2023-06-30 $2.6M 51k 51.44
2023-03-31 $2.7M 53k 50.03
2022-12-31 $2.7M 57k 47.15
2022-09-30 $1.9M 42k 44.77
2022-06-30 $1.8M 38k 48.00
2022-03-31 $2.1M 38k 53.97
2021-12-31 $2.2M 39k 57.08
2021-09-30 $2.2M 39k 55.47
2021-06-30 $2.1M 38k 56.01
2021-03-31 $2.0M 38k 53.56
2020-12-31 $1.4M 27k 52.21