iShares S&P Growth Allocation Fund shares owned by Godshalk Welsh Capital Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Godshalk Welsh Capital Management
from 13F filings
Historical chart of Godshalk Welsh Capital 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 Godshalk Welsh Capital 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 Godshalk Welsh Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $606k | 9.4k | 64.38 |
| 2025-06-30 | $578k | 9.4k | 61.57 |
| 2025-03-31 | $584k | 10k | 57.57 |
| 2024-12-31 | $581k | 10k | 57.32 |
| 2024-09-30 | $597k | 10k | 59.24 |
| 2024-03-31 | $518k | 9.3k | 55.67 |
| 2023-12-31 | $494k | 9.3k | 53.19 |
| 2023-09-30 | $466k | 9.4k | 49.41 |
| 2023-06-30 | $365k | 7.1k | 51.45 |
| 2023-03-31 | $344k | 6.9k | 50.03 |
| 2022-12-31 | $294k | 6.2k | 47.16 |
| 2022-09-30 | $285k | 6.4k | 44.79 |
| 2022-06-30 | $275k | 5.7k | 48.08 |
| 2022-03-31 | $292k | 5.4k | 53.98 |
| 2021-12-31 | $308k | 5.4k | 57.10 |
| 2021-09-30 | $293k | 5.3k | 55.40 |
| 2021-06-30 | $283k | 5.0k | 56.16 |
| 2021-03-31 | $270k | 5.0k | 53.61 |
| 2020-12-31 | $268k | 5.1k | 52.21 |
| 2020-09-30 | $243k | 5.0k | 48.52 |
| 2020-06-30 | $209k | 4.5k | 46.39 |
| 2019-12-31 | $215k | 4.5k | 47.76 |
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