Arq Wealth Advisors »

iShares S&P Growth Allocation Fund shares owned by Arq Wealth Advisors

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

Historical chart of Arq Wealth Advisors 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 Arq Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Growth Allocation Fund by Arq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.3M 62k 68.60
2021-06-30 $11M 192k 56.00
2021-03-31 $9.7M 182k 53.56
2020-12-31 $9.4M 179k 52.20
2020-09-30 $7.5M 156k 48.44
2020-06-30 $7.1M 153k 46.39
2020-03-31 $6.3M 153k 41.38