iShares S&P Growth Allocation Fund shares owned by Zimmermann Investment Management & Planning
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Zimmermann Investment Management & Planning
from 13F filings
Historical chart of Zimmermann Investment Management & Planning investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Zimmermann Investment Management & Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $434k | 7.8k | 55.67 |
| 2023-12-31 | $505k | 9.5k | 53.19 |
| 2023-09-30 | $533k | 11k | 49.41 |
| 2023-06-30 | $598k | 12k | 51.45 |
| 2023-03-31 | $461k | 9.2k | 50.03 |
| 2022-12-31 | $448k | 9.5k | 47.16 |
| 2022-09-30 | $437k | 9.8k | 44.76 |
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