iShares S&P Growth Allocation Fund shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.5M | 38k | 65.01 |
| 2025-09-30 | $1.5M | 23k | 64.38 |
| 2025-06-30 | $644k | 11k | 61.57 |
| 2025-03-31 | $570k | 9.9k | 57.74 |
| 2024-12-31 | $1.3M | 22k | 57.32 |
| 2024-09-30 | $1.3M | 22k | 59.26 |
| 2024-03-31 | $640k | 12k | 55.67 |
| 2023-12-31 | $628k | 12k | 53.19 |
| 2023-06-30 | $611k | 12k | 51.45 |
Top funds holding iShares S&P Growth Allocation Fund
View all funds holding iShares S&P Growth Allocation Fund