iShares S&P Growth Allocation Fund shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 19k | 55.67 |
| 2023-09-30 | $940k | 19k | 49.41 |
| 2023-06-30 | $986k | 19k | 51.45 |
| 2023-03-31 | $660k | 13k | 50.00 |
| 2022-12-31 | $543k | 12k | 47.15 |
| 2022-09-30 | $512k | 11k | 44.74 |
| 2022-06-30 | $547k | 11k | 48.00 |
| 2022-03-31 | $619k | 12k | 53.92 |
| 2021-12-31 | $739k | 13k | 57.04 |
| 2021-09-30 | $772k | 14k | 55.46 |
| 2021-06-30 | $773k | 14k | 56.01 |
| 2021-03-31 | $758k | 14k | 53.54 |
| 2020-09-30 | $249k | 5.1k | 48.45 |
More positions owned by Integrated Wealth Concepts
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