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iShares S&P Growth Allocation Fund shares owned by Highline Wealth Partners

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Highline Wealth Partners from 13F filings

Historical chart of Highline Wealth Partners 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 Highline Wealth Partners 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 Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $41k 692 59.25
2024-06-30 $39k 691 56.31
2024-03-31 $38k 690 55.69
2023-12-31 $56k 1.0k 53.21
2023-09-30 $63k 1.3k 49.40
2023-06-30 $97k 1.9k 51.45
2023-03-31 $106k 2.1k 50.03
2022-12-31 $298k 6.3k 47.16