iShares S&P Growth Allocation Fund shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners 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 Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Growth Allocation Fund by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $750k | 13k | 56.32 |
| 2024-03-31 | $750k | 14k | 55.67 |
| 2023-12-31 | $719k | 14k | 53.19 |
| 2023-09-30 | $682k | 14k | 49.41 |
| 2023-06-30 | $685k | 13k | 51.45 |
| 2023-03-31 | $752k | 15k | 50.03 |
| 2022-12-31 | $680k | 14k | 47.16 |
| 2022-09-30 | $643k | 14k | 44.78 |
| 2022-06-30 | $634k | 13k | 48.00 |
| 2022-03-31 | $902k | 17k | 53.96 |
| 2021-12-31 | $957k | 17k | 57.08 |
| 2021-09-30 | $898k | 16k | 55.47 |
| 2021-06-30 | $902k | 16k | 56.00 |
| 2021-03-31 | $840k | 16k | 53.56 |
| 2020-12-31 | $786k | 15k | 52.20 |
| 2020-09-30 | $564k | 12k | 48.44 |
| 2020-06-30 | $560k | 12k | 46.39 |
| 2020-03-31 | $498k | 12k | 41.38 |
| 2019-12-31 | $531k | 11k | 47.84 |
Top funds holding iShares S&P Growth Allocation Fund
View all funds holding iShares S&P Growth Allocation Fund