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iShares S&P Growth Allocation Fund shares owned by Weitzel Financial Services

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Weitzel Financial Services from 13F filings

Historical chart of Weitzel Financial Services investment in iShares S&P Growth Allocation Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Growth Allocation Fund held by Weitzel Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Weitzel Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 23k 63.89
2025-06-30 $1.1M 18k 62.15
2024-12-31 $756k 13k 57.51
2024-09-30 $633k 11k 59.13
2024-06-30 $485k 8.6k 56.25
2024-03-31 $386k 7.0k 55.39
2023-12-31 $318k 6.0k 52.88
2023-09-30 $241k 5.0k 48.51
2023-06-30 $226k 4.4k 51.45
2023-03-31 $203k 4.1k 50.16