iShares S&P Growth Allocation Fund shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For 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 Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 20k | 64.38 |
| 2025-06-30 | $1.2M | 20k | 61.57 |
| 2025-03-31 | $831k | 14k | 57.57 |
| 2024-12-31 | $748k | 13k | 57.32 |
| 2024-09-30 | $768k | 13k | 59.24 |
| 2024-06-30 | $642k | 11k | 56.32 |
| 2024-03-31 | $508k | 9.1k | 55.67 |
| 2023-12-31 | $432k | 8.1k | 53.19 |
| 2019-12-31 | $1.0k | 15 | 66.67 |
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