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iShares S&P Growth Allocation Fund shares owned by Westside Investment Management

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Westside Investment Management from 13F filings

Historical chart of Westside Investment Management 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 Westside Investment Management 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 Westside Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $603k 9.4k 64.38
2025-06-30 $444k 7.2k 61.57