iShares S&P Growth Allocation Fund shares owned by Wealthquest
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $398k | 7.5k | 53.19 |
| 2023-09-30 | $491k | 9.9k | 49.41 |
| 2023-06-30 | $558k | 11k | 51.45 |
| 2023-03-31 | $550k | 11k | 50.86 |
| 2022-12-31 | $520k | 11k | 47.16 |
| 2022-09-30 | $583k | 13k | 44.76 |
| 2022-06-30 | $609k | 13k | 47.95 |
| 2022-03-31 | $914k | 16k | 57.04 |
| 2021-12-31 | $914k | 16k | 57.04 |
| 2021-09-30 | $964k | 17k | 55.45 |
| 2021-06-30 | $991k | 18k | 55.95 |
| 2021-03-31 | $1.1M | 20k | 53.52 |
| 2020-12-31 | $831k | 16k | 52.18 |
| 2020-09-30 | $726k | 15k | 48.42 |
| 2020-06-30 | $685k | 15k | 46.32 |
| 2019-12-31 | $596k | 13k | 47.80 |
| 2019-09-30 | $552k | 12k | 46.04 |
| 2019-06-30 | $587k | 13k | 45.98 |
| 2019-03-31 | $596k | 13k | 44.63 |
| 2018-12-31 | $559k | 14k | 41.28 |
| 2015-09-30 | $265k | 7.0k | 38.12 |
| 2015-06-30 | $289k | 7.1k | 40.54 |
| 2015-03-31 | $298k | 7.3k | 40.81 |
| 2014-12-31 | $290k | 7.2k | 40.16 |
Top funds holding iShares S&P Growth Allocation Fund
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