iShares S&P Growth Allocation Fund shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $16M | 296k | 53.19 |
| 2023-09-30 | $15M | 301k | 49.41 |
| 2023-06-30 | $16M | 301k | 51.45 |
| 2023-03-31 | $6.5M | 131k | 50.03 |
| 2022-12-31 | $6.2M | 132k | 47.16 |
| 2022-09-30 | $6.9M | 154k | 44.78 |
| 2022-06-30 | $1.9M | 39k | 47.99 |
| 2022-03-31 | $6.0M | 111k | 53.96 |
| 2021-12-31 | $5.0M | 87k | 57.08 |
Top funds holding iShares S&P Growth Allocation Fund
View all funds holding iShares S&P Growth Allocation Fund