iShares S&P Growth Allocation Fund shares owned by Milestone Asset Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Milestone Asset Management
from 13F filings
Historical chart of Milestone Asset Management investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Milestone Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 17k | 64.38 |
| 2025-06-30 | $1.0M | 17k | 61.57 |
| 2025-03-31 | $926k | 16k | 57.57 |
| 2024-12-31 | $826k | 14k | 57.32 |
| 2024-09-30 | $779k | 13k | 59.24 |
| 2024-06-30 | $541k | 9.6k | 56.32 |
| 2024-03-31 | $513k | 9.2k | 55.67 |
| 2023-12-31 | $298k | 5.6k | 53.19 |
| 2023-09-30 | $235k | 4.8k | 49.08 |
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