iShares S&P Growth Allocation Fund shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion 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 Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $492k | 7.6k | 64.50 |
| 2025-12-31 | $495k | 7.6k | 65.00 |
| 2025-09-30 | $493k | 7.6k | 64.75 |
| 2025-06-30 | $280k | 4.6k | 61.41 |
| 2025-03-31 | $262k | 4.6k | 57.36 |
| 2024-12-31 | $260k | 4.6k | 56.95 |
Top funds holding iShares S&P Growth Allocation Fund
View all funds holding iShares S&P Growth Allocation Fund