iShares S&P Growth Allocation Fund shares owned by EPG Wealth Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by EPG Wealth Management
from 13F filings
Historical chart of EPG Wealth 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 EPG Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Growth Allocation Fund by EPG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $36k | 600 | 59.24 |
| 2024-06-30 | $0 | 0 | 0.00 |
| 2024-03-31 | $114k | 2.1k | 55.67 |
| 2023-12-31 | $109k | 2.1k | 53.17 |
| 2023-09-30 | $102k | 2.1k | 49.41 |
| 2023-06-30 | $106k | 2.1k | 51.45 |
| 2023-03-31 | $154k | 3.1k | 50.03 |
| 2021-12-31 | $34k | 600 | 56.67 |
| 2021-09-30 | $33k | 600 | 55.00 |
| 2020-03-31 | $25k | 600 | 41.67 |
| 2019-12-31 | $43k | 900 | 47.78 |
Top funds holding iShares S&P Growth Allocation Fund
View all funds holding iShares S&P Growth Allocation Fund