iShares S&P Growth Allocation Fund shares owned by Howard Wealth Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Howard Wealth Management
from 13F filings
Historical chart of Howard 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 Howard Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $277k | 4.3k | 64.38 |
| 2025-06-30 | $262k | 4.3k | 61.58 |
| 2025-03-31 | $247k | 4.3k | 57.58 |
| 2024-12-31 | $264k | 4.6k | 57.32 |
| 2024-09-30 | $275k | 4.6k | 59.24 |
| 2024-06-30 | $265k | 4.7k | 56.32 |
| 2024-03-31 | $278k | 5.0k | 55.67 |
| 2023-12-31 | $279k | 5.2k | 53.19 |
| 2023-09-30 | $281k | 5.7k | 49.41 |
| 2023-06-30 | $286k | 5.6k | 51.45 |
| 2023-03-31 | $271k | 5.4k | 50.03 |
| 2022-12-31 | $253k | 5.4k | 47.16 |
| 2022-09-30 | $244k | 5.5k | 44.67 |
| 2022-03-31 | $271k | 5.0k | 53.89 |
| 2021-12-31 | $284k | 5.0k | 56.98 |
| 2021-09-30 | $269k | 4.9k | 55.44 |
| 2021-06-30 | $265k | 4.7k | 55.95 |
| 2021-03-31 | $245k | 4.6k | 53.54 |
| 2020-12-31 | $232k | 4.5k | 52.12 |
| 2020-09-30 | $206k | 4.3k | 48.29 |
| 2019-12-31 | $999 | 41 | 24.39 |
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