iShares S&P Growth Allocation Fund shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Growth Allocation Fund by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $506k | 8.2k | 61.57 |
| 2025-03-31 | $896k | 16k | 57.57 |
| 2024-12-31 | $844k | 15k | 57.32 |
| 2024-09-30 | $800k | 14k | 59.24 |
| 2024-06-30 | $751k | 13k | 56.32 |
| 2024-03-31 | $379k | 6.8k | 55.67 |
| 2023-12-31 | $356k | 6.7k | 53.19 |
| 2023-09-30 | $327k | 6.6k | 49.41 |
| 2023-06-30 | $675k | 13k | 51.45 |
| 2023-03-31 | $674k | 14k | 50.03 |
| 2022-12-31 | $1.7M | 36k | 47.16 |
| 2022-09-30 | $563k | 13k | 44.78 |
| 2022-06-30 | $892k | 19k | 47.95 |
| 2022-03-31 | $550k | 10k | 53.94 |
Top funds holding iShares S&P Growth Allocation Fund
View all funds holding iShares S&P Growth Allocation Fund