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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Growth Allocation Fund held by GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
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