iShares S&P Growth Allocation Fund shares owned by GeoWealth Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in iShares S&P Growth Allocation Fund
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All positions including iShares S&P Growth Allocation Fund held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P Growth Allocation Fund by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 54k | 64.38 |
| 2025-06-30 | $4.7M | 76k | 61.57 |
| 2025-03-31 | $3.9M | 68k | 57.57 |
| 2024-12-31 | $4.0M | 69k | 57.32 |
| 2024-09-30 | $10M | 173k | 59.24 |
| 2024-06-30 | $4.2M | 75k | 56.32 |
| 2024-03-31 | $3.6B | 64k | 55671.83 |
| 2023-09-30 | $5.0k | 95 | 52.63 |
| 2022-12-31 | $21k | 454 | 46.26 |
| 2022-09-30 | $11k | 247 | 44.53 |
| 2021-12-31 | $19M | 326k | 57.08 |
| 2021-09-30 | $2.1M | 38k | 55.49 |
Top funds holding iShares S&P Growth Allocation Fund
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