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
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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
Download as csvQuarterly reported holdings in iShares S&P Growth Allocation Fund by CarsonAllaria Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $209k | 3.2k | 64.39 |
| 2025-06-30 | $184k | 3.0k | 61.58 |
| 2025-03-31 | $171k | 3.0k | 57.59 |
| 2024-12-31 | $170k | 3.0k | 57.34 |
| 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 |
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