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iShares S&P Growth Allocation Fund shares owned by PCG Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by PCG Wealth Advisors from 13F filings

Historical chart of PCG Wealth Advisors 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 PCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Growth Allocation Fund by PCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 3.3k 65.01
2025-09-30 $223k 3.5k 64.38
2023-03-31 $212k 4.2k 50.04
2022-12-31 $225k 4.8k 47.17
2022-09-30 $780k 17k 44.81
2022-06-30 $415k 8.7k 47.96
2022-03-31 $466k 8.6k 53.97
2021-12-31 $551k 9.6k 57.12