iShares S&P Growth Allocation Fund shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate 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 Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $413k | 6.4k | 64.38 |
| 2025-06-30 | $394k | 6.4k | 61.57 |
| 2025-03-31 | $365k | 6.3k | 57.57 |
| 2024-12-31 | $362k | 6.3k | 57.32 |
| 2024-09-30 | $377k | 6.4k | 59.24 |
| 2024-06-30 | $357k | 6.3k | 56.32 |
| 2024-03-31 | $357k | 6.4k | 55.67 |
| 2023-12-31 | $341k | 6.4k | 53.19 |
Top funds holding iShares S&P Growth Allocation Fund
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