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iShares S&P Growth Allocation Fund shares owned by Atlas Capital Advisors

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

Historical chart of Atlas Capital Advisors 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 Atlas Capital Advisors 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 Atlas Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $488k 8.8k 55.67
2023-12-31 $457k 8.6k 53.19
2023-09-30 $424k 8.6k 49.41
2023-06-30 $354k 6.9k 51.45

More positions owned by Atlas Capital Advisors

SPDR S P Info Technology ETF ExchTradedFund (XLK)
Austex Oil Equity (AOK)
iShares Edge MSCI Intl ETF Equity (IMTM)
Vanguard European Stock ETF ExchTradedFund (VGK)
Vanguard Mid-Cap Value ETF ExchTradedFund (VOE)
SPDR Emerging Market ETF ExchTradedFund (SPEM)
SPDR S P Financial ETF ExchTradedFund (XLF)
iShares Edge MSCI Intl Value Factor ETF Equity (IVLU)
SPDR S P Industrials ETF ExchTradedFund (XLI)
Vanguard Information Technology ETF ExchTradedFund (VGT)
Vanguard Health Care ETF ExchTradedFund (VHT)
Vanguard Ftse All-Wld Ex-US Small Cap ETF ExchTradedFund (VSS)
Spdr S P 500 Etf ExchTradedFund (SPY)
SPDR Communications Services ETF ExchTradedFund (XLC)
Vanguard Total Stock Market ETF ExchTradedFund (VTI)

View all positions for Atlas Capital Advisors

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
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