iShares S&P Growth Allocation Fund shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $531k | 8.2k | 64.38 |
| 2025-06-30 | $625k | 10k | 61.57 |
| 2025-03-31 | $536k | 9.3k | 57.57 |
| 2024-12-31 | $660k | 12k | 57.32 |
| 2024-09-30 | $559k | 9.4k | 59.24 |
| 2024-06-30 | $552k | 9.8k | 56.32 |
| 2024-03-31 | $505k | 9.1k | 55.67 |
| 2023-12-31 | $482k | 9.1k | 53.19 |
| 2023-09-30 | $416k | 8.4k | 49.41 |
| 2023-06-30 | $493k | 9.6k | 51.45 |
| 2023-03-31 | $461k | 9.2k | 50.03 |
| 2022-12-31 | $239k | 5.1k | 47.16 |
More positions owned by Heirloom Wealth Management
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