iShares S&P Growth Allocation Fund shares owned by PDS Planning
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by PDS Planning
from 13F filings
Historical chart of PDS Planning 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 PDS Planning 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 PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $825k | 13k | 64.38 |
| 2025-06-30 | $870k | 14k | 61.57 |
| 2025-03-31 | $824k | 14k | 57.57 |
| 2024-12-31 | $864k | 15k | 57.32 |
| 2024-09-30 | $893k | 15k | 59.24 |
| 2024-03-31 | $923k | 17k | 55.67 |
| 2023-12-31 | $899k | 17k | 53.19 |
| 2023-09-30 | $990k | 20k | 49.41 |
| 2023-06-30 | $1.0M | 20k | 51.45 |
| 2023-03-31 | $1.1M | 22k | 50.03 |
| 2022-12-31 | $1.3M | 27k | 47.16 |
Top funds holding iShares S&P Growth Allocation Fund
View all funds holding iShares S&P Growth Allocation Fund