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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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
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