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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P Growth Allocation Fund held by BSW Wealth Partners 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 BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
View all funds holding iShares S&P Growth Allocation Fund