iShares S&P Growth Allocation Fund shares owned by RTD Financial Advisors
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by RTD Financial Advisors
from 13F filings
Historical chart of RTD Financial 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 RTD Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P Growth Allocation Fund by RTD Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 27k | 64.38 |
| 2025-06-30 | $1.6M | 26k | 61.57 |
| 2025-03-31 | $1.7M | 29k | 57.57 |
| 2024-12-31 | $1.6M | 27k | 57.32 |
| 2024-09-30 | $1.6M | 28k | 59.24 |
| 2024-06-30 | $1.5M | 27k | 56.32 |
| 2024-03-31 | $1.6M | 29k | 55.67 |
| 2023-12-31 | $1.4M | 27k | 53.19 |
| 2023-09-30 | $2.5M | 51k | 49.41 |
| 2023-06-30 | $2.4M | 47k | 51.45 |
| 2023-03-31 | $1.3M | 26k | 50.03 |
| 2022-12-31 | $1.1M | 24k | 47.16 |
| 2022-09-30 | $2.7M | 60k | 44.78 |
| 2022-06-30 | $2.5M | 51k | 48.00 |
| 2022-03-31 | $3.0M | 55k | 53.96 |
| 2021-12-31 | $3.0M | 52k | 57.09 |
Top funds holding iShares S&P Growth Allocation Fund
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