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iShares S&P Growth Allocation Fund shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors 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 Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 300k 64.38
2025-06-30 $18M 288k 61.57
2025-03-31 $15M 262k 57.57
2024-12-31 $14M 236k 57.32
2024-09-30 $12M 204k 59.24
2024-06-30 $10M 180k 56.32
2024-03-31 $645k 12k 55.67
2023-12-31 $273k 5.1k 53.64
2023-09-30 $210k 4.3k 49.41
2019-06-30 $457k 9.9k 46.14
2019-03-31 $580k 13k 44.70
2018-12-31 $519k 12k 43.64
2018-09-30 $281k 6.2k 45.21