iShares S&P Growth Allocation Fund shares owned by Napa Wealth Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Napa Wealth Management
from 13F filings
Historical chart of Napa Wealth Management investment in iShares S&P Growth Allocation Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P Growth Allocation Fund held by Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Growth Allocation Fund by Napa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $646k | 10k | 64.38 |
| 2025-06-30 | $596k | 9.7k | 61.57 |
| 2025-03-31 | $534k | 9.3k | 57.57 |
| 2024-12-31 | $557k | 9.7k | 57.24 |
| 2024-09-30 | $764k | 13k | 59.10 |
| 2024-06-30 | $702k | 13k | 56.30 |
| 2024-03-31 | $444k | 8.0k | 55.67 |
| 2023-12-31 | $2.3M | 44k | 53.19 |
Top funds holding iShares S&P Growth Allocation Fund
View all funds holding iShares S&P Growth Allocation Fund