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iShares S&P Growth Allocation Fund shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth Services 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 Kestra Private Wealth Services 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 Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.6M 119k 55.67
2023-12-31 $6.0M 113k 53.19
2023-09-30 $746k 15k 49.41
2023-06-30 $393k 7.6k 51.45
2022-12-31 $259k 5.5k 47.16