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
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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 |
|---|---|---|---|
| 2025-09-30 | $309k | 4.8k | 64.38 |
| 2025-06-30 | $295k | 4.8k | 61.57 |
| 2025-03-31 | $276k | 4.8k | 57.57 |
| 2024-12-31 | $275k | 4.8k | 57.32 |
| 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 |
Top funds holding iShares S&P Growth Allocation Fund
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