iShares S&P Growth Allocation Fund shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 34k | 59.24 |
| 2024-06-30 | $1.9M | 35k | 56.32 |
| 2024-03-31 | $2.1M | 38k | 55.67 |
| 2023-12-31 | $2.0M | 38k | 53.19 |
| 2023-09-30 | $1.9M | 38k | 49.41 |
| 2023-06-30 | $1.9M | 38k | 51.45 |
| 2023-03-31 | $1.7M | 35k | 50.03 |
| 2022-12-31 | $1.9M | 39k | 47.16 |
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