iShares S&P Growth Allocation Fund shares owned by Unique Wealth
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Unique Wealth
from 13F filings
Historical chart of Unique Wealth investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Unique Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 92k | 64.38 |
| 2025-06-30 | $5.7M | 93k | 61.57 |
| 2025-03-31 | $4.9M | 85k | 57.57 |
| 2024-12-31 | $5.0M | 88k | 57.32 |
| 2024-09-30 | $5.3M | 89k | 59.24 |
| 2024-06-30 | $5.1M | 90k | 56.32 |
| 2024-03-31 | $4.8M | 86k | 55.67 |
| 2023-12-31 | $4.5M | 85k | 53.19 |
| 2023-09-30 | $4.1M | 83k | 49.41 |
| 2023-06-30 | $4.5M | 87k | 51.45 |
| 2023-03-31 | $4.2M | 84k | 50.03 |
| 2022-12-31 | $4.0M | 85k | 47.16 |
Top funds holding iShares S&P Growth Allocation Fund
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