iShares S&P Growth Allocation Fund shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private 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 TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 122k | 64.38 |
| 2025-06-30 | $7.2M | 117k | 61.57 |
| 2025-03-31 | $6.7M | 116k | 57.57 |
| 2024-12-31 | $6.6M | 115k | 57.32 |
| 2024-09-30 | $6.7M | 113k | 59.24 |
| 2024-06-30 | $6.3M | 111k | 56.32 |
| 2024-03-31 | $6.3M | 113k | 55.67 |
| 2023-12-31 | $5.9M | 110k | 53.19 |
| 2023-09-30 | $4.9M | 99k | 49.41 |
| 2023-06-30 | $5.1M | 98k | 51.45 |
| 2023-03-31 | $4.6M | 92k | 50.03 |
| 2022-12-31 | $5.1M | 108k | 47.16 |
| 2022-09-30 | $4.7M | 105k | 44.78 |
| 2022-06-30 | $5.2M | 109k | 48.00 |
| 2022-03-31 | $5.2M | 101k | 51.58 |
| 2021-12-31 | $2.5M | 43k | 57.07 |
| 2021-09-30 | $1.8M | 32k | 55.44 |
| 2021-06-30 | $1.7M | 30k | 55.97 |
| 2021-03-31 | $1.6M | 30k | 53.56 |
| 2020-12-31 | $1.6M | 32k | 52.18 |
| 2020-09-30 | $1.8M | 37k | 48.43 |
| 2020-06-30 | $1.7M | 38k | 46.37 |
| 2020-03-31 | $1.1M | 26k | 41.37 |
| 2019-12-31 | $226k | 4.7k | 47.73 |
| 2019-09-30 | $241k | 5.2k | 45.97 |
| 2019-06-30 | $193k | 4.2k | 45.79 |
More positions owned by TRUE Private Wealth Advisors
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Top funds holding iShares S&P Growth Allocation Fund
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