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

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

Historical chart of Cassaday & Co 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 Cassaday & Co 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 Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $233k 4.4k 53.18
2023-09-30 $212k 4.3k 49.41
2023-06-30 $220k 4.3k 51.46
2023-03-31 $214k 4.3k 50.03
2022-12-31 $202k 4.3k 47.16