iShares S&P Growth Allocation Fund shares owned by Philip James Wealth Mangement
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Philip James Wealth Mangement
from 13F filings
Historical chart of Philip James Wealth Mangement investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Philip James Wealth Mangement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $388k | 6.0k | 64.38 |
| 2025-06-30 | $368k | 6.0k | 61.57 |
| 2025-03-31 | $351k | 6.1k | 57.57 |
| 2024-12-31 | $329k | 5.7k | 57.32 |
| 2024-09-30 | $395k | 6.7k | 59.24 |
| 2024-06-30 | $414k | 7.3k | 56.32 |
| 2024-03-31 | $378k | 6.8k | 55.67 |
| 2023-12-31 | $400k | 7.5k | 53.19 |
More positions owned by Philip James Wealth Mangement
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