iShares S&P Growth Allocation Fund shares owned by Westmount Partners
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Westmount Partners
from 13F filings
Historical chart of Westmount Partners investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Westmount Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $961k | 15k | 64.62 |
| 2025-06-30 | $770k | 13k | 61.57 |
| 2025-03-31 | $698k | 12k | 57.57 |
| 2024-12-31 | $718k | 13k | 57.32 |
| 2024-09-30 | $712k | 12k | 59.24 |
| 2024-06-30 | $676k | 12k | 56.25 |
| 2024-03-31 | $663k | 12k | 55.67 |
| 2023-12-31 | $656k | 12k | 53.19 |
| 2023-09-30 | $711k | 14k | 49.41 |
| 2023-06-30 | $772k | 15k | 51.45 |
| 2023-03-31 | $659k | 13k | 50.03 |
| 2022-12-31 | $571k | 12k | 47.16 |
Top funds holding iShares S&P Growth Allocation Fund
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