iShares S&P Growth Allocation Fund shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $345k | 5.0k | 69.51 |
| 2026-03-31 | $266k | 4.1k | 64.37 |
| 2025-12-31 | $315k | 4.8k | 65.02 |
| 2025-09-30 | $255k | 4.0k | 64.40 |
| 2025-06-30 | $168k | 2.7k | 61.59 |
| 2025-03-31 | $141k | 2.4k | 57.59 |
| 2024-12-31 | $75k | 1.3k | 57.35 |
| 2024-09-30 | $73k | 1.2k | 59.27 |
| 2024-06-30 | $89k | 1.6k | 56.34 |
| 2024-03-31 | $46k | 826 | 55.70 |
| 2023-12-31 | $40k | 742 | 53.22 |
| 2023-09-30 | $29k | 591 | 49.43 |
| 2023-06-30 | $30k | 588 | 51.47 |
| 2023-03-31 | $10k | 202 | 50.03 |
| 2022-12-31 | $9.5k | 202 | 47.16 |
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