iShares S&P Growth Allocation Fund shares owned by Brio Consultants
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Brio Consultants
from 13F filings
Historical chart of Brio Consultants investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Brio Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $763k | 12k | 64.38 |
| 2025-06-30 | $723k | 12k | 61.57 |
| 2025-03-31 | $598k | 10k | 57.57 |
| 2024-12-31 | $554k | 9.7k | 57.32 |
| 2024-09-30 | $492k | 8.3k | 59.24 |
| 2024-06-30 | $437k | 7.8k | 56.32 |
| 2024-03-31 | $318k | 5.7k | 55.67 |
Top funds holding iShares S&P Growth Allocation Fund
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