iShares S&P Growth Allocation Fund shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 236k | 64.38 |
| 2025-06-30 | $13M | 213k | 61.57 |
| 2025-03-31 | $9.8M | 170k | 57.57 |
| 2024-12-31 | $9.3M | 162k | 57.32 |
| 2024-09-30 | $9.6M | 163k | 59.24 |
| 2024-06-30 | $9.2M | 164k | 56.32 |
| 2024-03-31 | $7.5M | 135k | 55.67 |
| 2023-12-31 | $8.1M | 152k | 53.19 |
| 2023-09-30 | $6.4M | 130k | 49.41 |
| 2023-06-30 | $7.3M | 141k | 51.45 |
| 2023-03-31 | $6.5M | 129k | 50.03 |
| 2022-12-31 | $6.4M | 137k | 47.16 |
Top funds holding iShares S&P Growth Allocation Fund
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