iShares S&P Growth Allocation Fund shares owned by Modera Wealth Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $665k | 10k | 65.01 |
| 2025-09-30 | $807k | 13k | 64.38 |
| 2025-06-30 | $722k | 12k | 61.57 |
| 2025-03-31 | $626k | 11k | 57.57 |
| 2024-12-31 | $521k | 9.1k | 57.32 |
| 2024-09-30 | $534k | 9.0k | 59.24 |
| 2024-06-30 | $485k | 8.6k | 56.32 |
| 2024-03-31 | $476k | 8.5k | 55.67 |
| 2023-12-31 | $392k | 7.4k | 53.19 |
| 2023-09-30 | $259k | 5.2k | 49.41 |
| 2023-06-30 | $266k | 5.2k | 51.45 |
| 2022-06-30 | $205k | 4.3k | 47.96 |
| 2022-03-31 | $288k | 5.3k | 54.00 |
| 2021-12-31 | $219k | 3.8k | 57.20 |
Top funds holding iShares S&P Growth Allocation Fund
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