iShares S&P Growth Allocation Fund shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon 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 Perigon 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 Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 25k | 64.38 |
| 2025-06-30 | $1.5M | 24k | 61.57 |
| 2025-03-31 | $1.3M | 22k | 57.57 |
| 2024-12-31 | $1.2M | 20k | 57.55 |
| 2024-09-30 | $1.2M | 20k | 59.24 |
| 2024-06-30 | $1.1M | 19k | 56.32 |
| 2023-06-30 | $212k | 4.1k | 51.45 |
| 2023-03-31 | $206k | 4.1k | 50.03 |
| 2021-12-31 | $210k | 3.7k | 57.07 |
| 2021-09-30 | $204k | 3.7k | 55.43 |
| 2021-06-30 | $206k | 3.7k | 55.98 |
| 2020-12-31 | $192k | 3.7k | 52.17 |
Top funds holding iShares S&P Growth Allocation Fund
View all funds holding iShares S&P Growth Allocation Fund