iShares S&P Growth Allocation Fund shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 18k | 64.38 |
| 2025-06-30 | $977k | 16k | 61.57 |
| 2025-03-31 | $914k | 16k | 57.57 |
| 2024-12-31 | $824k | 14k | 57.32 |
| 2024-09-30 | $624k | 11k | 59.24 |
| 2024-06-30 | $593k | 11k | 56.32 |
| 2024-03-31 | $586k | 11k | 55.67 |
| 2018-06-30 | $13k | 301 | 43.19 |
More positions owned by Moneta Group Investment Advisors
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