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iShares S&P Growth Allocation Fund shares owned by Sigma Planning

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma 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 Sigma Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 16k 64.38
2025-06-30 $988k 16k 61.57
2025-03-31 $962k 17k 57.57
2024-12-31 $954k 17k 57.32
2024-09-30 $977k 17k 59.24
2024-06-30 $956k 17k 56.32
2024-03-31 $950k 17k 55.67
2023-12-31 $404k 7.6k 53.19
2018-09-30 $206k 4.6k 45.24