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iShares S&P Growth Allocation Fund shares owned by EPG Wealth Management

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

Historical chart of EPG Wealth 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 EPG Wealth 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 EPG Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $109k 2.1k 53.17
2023-09-30 $102k 2.1k 49.41
2023-06-30 $106k 2.1k 51.45
2023-03-31 $154k 3.1k 50.03
2021-12-31 $34k 600 56.67
2021-09-30 $33k 600 55.00
2020-03-31 $25k 600 41.67
2019-12-31 $43k 900 47.78