iShares S&P Growth Allocation Fund shares owned by New England Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by New England Private Wealth Advisors
from 13F filings
Historical chart of New England Private 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 New England Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $748k | 12k | 64.38 |
| 2025-06-30 | $715k | 12k | 61.62 |
| 2025-03-31 | $663k | 12k | 57.57 |
| 2024-12-31 | $671k | 12k | 57.32 |
| 2024-09-30 | $676k | 11k | 59.24 |
| 2024-03-31 | $629k | 11k | 55.53 |
| 2023-12-31 | $417k | 7.8k | 53.19 |
| 2023-09-30 | $564k | 11k | 50.31 |
| 2023-03-31 | $269k | 5.4k | 50.04 |
| 2022-12-31 | $253k | 5.4k | 47.17 |
More positions owned by New England Private Wealth Advisors
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