iShares S&P Growth Allocation Fund shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 30k | 64.38 |
| 2025-06-30 | $1.7M | 28k | 61.57 |
| 2025-03-31 | $219k | 3.8k | 57.57 |
| 2024-12-31 | $523k | 9.1k | 57.32 |
| 2024-09-30 | $515k | 8.7k | 59.24 |
| 2024-06-30 | $479k | 8.5k | 56.32 |
More positions owned by Concurrent Investment Advisors
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Top funds holding iShares S&P Growth Allocation Fund
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