iShares S&P Growth Allocation Fund shares owned by Wealth Forward
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Wealth Forward
from 13F filings
Historical chart of Wealth Forward investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Wealth Forward
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 88k | 64.38 |
| 2025-06-30 | $6.6M | 107k | 61.57 |
| 2025-03-31 | $6.2M | 107k | 57.57 |
| 2024-12-31 | $6.1M | 106k | 57.32 |
| 2024-09-30 | $6.1M | 104k | 59.24 |
| 2024-06-30 | $5.7M | 101k | 56.32 |
| 2024-03-31 | $5.8M | 104k | 55.67 |
| 2023-12-31 | $5.4M | 102k | 53.19 |
Top funds holding iShares S&P Growth Allocation Fund
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