EFG Asset Management »

iShares S&P Growth Allocation Fund shares owned by EFG Asset Management

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

Historical chart of EFG Asset 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 EFG Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Growth Allocation Fund by EFG Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $611k 9.5k 64.38
2025-06-30 $580k 9.4k 61.57
2025-03-31 $540k 9.4k 57.57
2024-12-31 $537k 9.4k 57.32
2024-09-30 $547k 9.2k 59.24
2024-06-30 $516k 9.2k 56.32
2023-12-31 $486k 9.1k 53.19
2023-09-30 $443k 9.0k 49.23
2023-06-30 $460k 8.9k 51.45