iShares S&P Growth Allocation Fund shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $579k | 9.0k | 64.35 |
| 2025-12-31 | $45k | 689 | 64.97 |
| 2025-09-30 | $44k | 684 | 64.37 |
| 2025-06-30 | $42k | 681 | 61.61 |
| 2025-03-31 | $39k | 680 | 57.57 |
| 2024-12-31 | $39k | 680 | 57.32 |
| 2024-09-30 | $40k | 675 | 59.26 |
| 2024-06-30 | $62k | 1.1k | 56.32 |
| 2024-03-31 | $62k | 1.1k | 55.69 |
| 2023-12-31 | $60k | 1.1k | 53.18 |
| 2023-09-30 | $55k | 1.1k | 49.43 |
| 2023-06-30 | $57k | 1.1k | 51.44 |
| 2023-03-31 | $62k | 1.2k | 50.05 |
| 2022-12-31 | $59k | 1.2k | 47.17 |
| 2022-09-30 | $58k | 1.3k | 44.07 |
| 2022-06-30 | $62k | 1.3k | 47.33 |
| 2022-03-31 | $86k | 1.6k | 53.88 |
| 2021-12-31 | $89k | 1.6k | 57.16 |
| 2021-09-30 | $86k | 1.6k | 55.34 |
| 2021-06-30 | $86k | 1.5k | 55.56 |
| 2021-03-31 | $89k | 1.7k | 53.26 |
| 2020-12-31 | $124k | 2.3k | 53.33 |
Top funds holding iShares S&P Growth Allocation Fund
View all funds holding iShares S&P Growth Allocation Fund