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iShares S&P Growth Allocation Fund shares owned by Sovereign Financial Group

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

Historical chart of Sovereign Financial Group 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 Sovereign Financial Group 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 Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $276k 4.7k 59.24
2024-06-30 $262k 4.7k 56.32
2024-03-31 $259k 4.7k 55.67
2023-12-31 $248k 4.7k 53.19
2023-09-30 $230k 4.7k 49.41
2023-06-30 $240k 4.7k 51.45
2023-03-31 $233k 4.7k 50.03
2022-12-31 $220k 4.7k 47.16
2022-09-30 $209k 4.7k 44.88
2022-06-30 $223k 4.7k 47.91
2022-03-31 $696k 13k 53.94
2021-12-31 $737k 13k 57.11