iShares S&P Growth Allocation Fund shares owned by Waterloo Capital
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 18k | 64.38 |
| 2025-06-30 | $1.2M | 20k | 61.57 |
| 2025-03-31 | $1.2M | 21k | 57.57 |
| 2024-12-31 | $914k | 16k | 57.32 |
| 2024-09-30 | $656k | 11k | 59.24 |
| 2024-06-30 | $365k | 6.5k | 56.32 |
| 2024-03-31 | $349k | 6.3k | 55.67 |
| 2023-09-30 | $650k | 13k | 49.41 |
| 2023-06-30 | $514k | 10k | 51.45 |
| 2023-03-31 | $224k | 4.5k | 50.03 |
| 2020-03-31 | $4.9M | 118k | 41.38 |
Top funds holding iShares S&P Growth Allocation Fund
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