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iShares S&P Growth Allocation Fund shares owned by Center for Financial Planning

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning 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 Center for Financial Planning 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 Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 3.5k 64.38
2025-06-30 $212k 3.4k 61.57
2025-03-31 $194k 3.4k 57.57
2024-12-31 $193k 3.4k 57.32
2024-09-30 $197k 3.3k 59.23
2024-06-30 $186k 3.3k 56.32