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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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
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