Archford Capital Strategies »

iShares S&P Growth Allocation Fund shares owned by Archford Capital Strategies

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Archford Capital Strategies from 13F filings

Historical chart of Archford Capital Strategies 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 Archford Capital Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Growth Allocation Fund by Archford Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $627k 11k 55.67
2023-12-31 $610k 12k 53.19
2023-09-30 $781k 16k 49.41
2023-06-30 $834k 16k 51.85
2023-03-31 $799k 16k 49.83
2022-12-31 $727k 15k 47.16
2022-09-30 $690k 15k 44.81
2022-06-30 $756k 16k 48.03
2022-03-31 $824k 15k 53.61
2021-12-31 $926k 16k 57.11
2021-09-30 $911k 16k 55.48
2021-06-30 $942k 17k 56.02
2021-03-31 $1.1M 19k 54.98
2020-12-31 $1.1M 21k 53.05
2020-09-30 $1.0M 22k 48.44
2020-06-30 $1.0M 22k 46.40
2020-03-31 $933k 23k 41.38
2019-12-31 $936k 20k 47.86
2019-09-30 $911k 20k 46.07
2019-06-30 $953k 21k 46.02
2019-03-31 $917k 21k 44.72
2018-12-31 $766k 19k 41.30
2018-09-30 $889k 20k 45.15
2018-06-30 $908k 21k 44.37
2018-03-31 $1.0M 22k 46.30
2017-12-31 $909k 20k 44.94
2017-09-30 $1.0M 23k 45.01
2017-06-30 $49k 465 104.35
2017-03-31 $935k 22k 42.55
2016-12-31 $797k 20k 40.20
2016-09-30 $795k 19k 41.12
2016-06-30 $736k 18k 40.03
2016-03-31 $20k 774 25.34
2015-12-31 $732k 19k 38.89
2015-09-30 $615k 16k 38.13
2015-06-30 $494k 12k 40.82
2015-03-31 $494k 12k 40.82
2014-12-31 $447k 11k 40.16
2014-09-30 $321k 8.1k 39.41
2014-06-30 $158k 3.9k 40.47
2014-03-31 $98k 2.5k 39.14

More positions owned by Archford Capital Strategies

Vanguard Growth Etf Growth Etf (VUG)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Schwab Fundamental International Large Co. Index Etf Schwb Fdt Int Lg (FNDF)
Vanguard Value Etf Value Etf (VTV)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Invesco Russell 1000 Dynamic Multifactor Etf Rusl 1000 Dynm (OMFL)
Vanguard Intermediate-term Treasury Etf Inter Term Treas (VGIT)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Us Qualty Fctr (JQUA)
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Jpmorgan Betabuilders U.s. Equity Etf Betabuildrs Us (BBUS)

View all positions for Archford Capital Strategies

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
Strategic Wealth Partners
Consilium Wealth Advisory
Stifel Financial
Royal Bank of Canada
Janney Montgomery Scott
Branch Banking & Trust Company
Warren Averett Asset Management
Lebenthal Global Advisors

View all funds holding iShares S&P Growth Allocation Fund