iShares S&P Growth Allocation Fund shares owned by Adviser Investments
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in iShares S&P Growth Allocation Fund
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All positions including iShares S&P Growth Allocation Fund held by Adviser Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P Growth Allocation Fund by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 58k | 64.38 |
| 2025-06-30 | $3.7M | 60k | 61.57 |
| 2025-03-31 | $3.5M | 61k | 57.57 |
| 2024-12-31 | $3.5M | 62k | 57.32 |
| 2024-09-30 | $3.5M | 60k | 59.24 |
| 2024-06-30 | $3.3M | 59k | 56.32 |
| 2024-03-31 | $2.8M | 50k | 55.67 |
| 2023-12-31 | $2.7M | 51k | 53.19 |
| 2023-09-30 | $541k | 11k | 49.41 |
| 2023-06-30 | $488k | 9.5k | 51.45 |
| 2023-03-31 | $514k | 10k | 50.03 |
| 2022-12-31 | $437k | 8.9k | 49.12 |
| 2018-06-30 | $53k | 1.2k | 44.24 |
| 2018-03-31 | $2.0k | 53 | 37.74 |
Top funds holding iShares S&P Growth Allocation Fund
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