iShares S&P Growth Allocation Fund shares owned by Landmark Wealth Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Landmark Wealth Management
from 13F filings
Historical chart of Landmark Wealth Management investment in iShares S&P Growth Allocation Fund
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All positions including iShares S&P Growth Allocation Fund held by Landmark Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P Growth Allocation Fund by Landmark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $225k | 3.5k | 64.35 |
| 2025-06-30 | $246k | 4.0k | 61.61 |
| 2025-03-31 | $218k | 3.8k | 57.44 |
| 2024-12-31 | $231k | 4.0k | 57.35 |
| 2024-09-30 | $238k | 4.0k | 59.32 |
| 2024-03-31 | $241k | 4.3k | 55.76 |
| 2023-12-31 | $295k | 5.5k | 53.22 |
| 2023-09-30 | $275k | 5.6k | 49.47 |
| 2023-03-31 | $261k | 5.2k | 50.11 |
| 2022-03-31 | $319k | 5.9k | 53.95 |
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