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iShares S&P Growth Allocation Fund shares owned by CarsonAllaria Wealth Management

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

Historical chart of CarsonAllaria Wealth Management 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 CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Growth Allocation Fund by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $177k 3.0k 59.25
2024-06-30 $167k 3.0k 56.33
2024-03-31 $157k 2.8k 55.67
2023-12-31 $148k 2.8k 53.20
2023-09-30 $136k 2.8k 49.42
2023-06-30 $141k 2.7k 51.46
2023-03-31 $126k 2.5k 50.04
2022-12-31 $119k 2.5k 47.09
2022-09-30 $112k 2.5k 44.76
2022-06-30 $119k 2.5k 47.91
2022-03-31 $134k 2.5k 54.10
2021-12-31 $140k 2.5k 56.96