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

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

Historical chart of Insight 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 Insight 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 Insight Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 3.5k 64.38
2025-06-30 $216k 3.5k 61.57
2024-12-31 $201k 3.5k 57.32
2024-09-30 $208k 3.5k 59.24