iShares S&P Growth Allocation Fund shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $88k | 1.4k | 64.39 |
| 2025-06-30 | $84k | 1.4k | 61.56 |
| 2025-03-31 | $48k | 830 | 57.56 |
| 2024-12-31 | $48k | 829 | 57.33 |
| 2024-09-30 | $48k | 817 | 59.22 |
| 2024-06-30 | $46k | 811 | 56.30 |
| 2024-03-31 | $45k | 807 | 55.70 |
| 2023-12-31 | $32k | 638 | 49.45 |
| 2023-09-30 | $32k | 638 | 49.43 |
| 2023-06-30 | $40k | 778 | 51.46 |
| 2023-03-31 | $39k | 775 | 50.03 |
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