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

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

Historical chart of AllSquare 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 AllSquare 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 AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $48k 903 53.19
2023-09-30 $45k 903 49.41
2023-06-30 $45k 903 49.88
2023-03-31 $45k 903 50.03
2022-12-31 $43k 903 47.16
2022-09-30 $42k 931 45.11
2022-06-30 $45k 931 48.34
2022-03-31 $50k 931 53.71
2021-12-31 $53k 931 56.93
2021-09-30 $52k 931 55.85
2021-06-30 $52k 931 55.85
2021-03-31 $50k 931 53.71
2020-12-31 $49k 931 52.63
2020-09-30 $45k 931 48.34
2020-06-30 $43k 931 46.19
2020-03-31 $39k 931 41.89
2019-12-31 $45k 931 48.34
2019-09-30 $43k 931 46.19
2019-06-30 $42k 914 45.95
2019-03-31 $31k 699 44.35
2018-12-31 $29k 699 41.49
2018-09-30 $31k 690 44.93
2018-06-30 $31k 690 44.93
2018-03-31 $31k 690 44.93
2017-12-31 $31k 690 44.93
2017-09-30 $31k 690 44.93
2017-03-31 $29k 690 42.03
2016-12-31 $28k 690 40.58
2016-09-30 $30k 735 40.82
2016-06-30 $40k 987 40.53
2016-03-31 $43k 1.1k 39.78
2015-12-31 $51k 1.3k 38.61
2015-09-30 $50k 1.3k 37.85
2015-06-30 $59k 1.5k 40.63
2015-03-31 $117k 2.9k 40.89
2014-12-31 $120k 3.0k 39.99

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Squarespace Inc Class A Stock (SQSP)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding iShares S&P Growth Allocation Fund

Wells Fargo & Company
Bank of America Corporation
Global Assets Advisory
Mesirow Financial Investment Management International Equity
Aspiriant
WestEnd Advisors
Assetmark
Consilium Wealth Advisory
Stifel Financial
Royal Bank of Canada
Janney Montgomery Scott
Branch Banking & Trust Company
Warren Averett Asset Management
Lebenthal Global Advisors
Cambridge Investment Research Advisors

View all funds holding iShares S&P Growth Allocation Fund