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iShares S&P Growth Allocation Fund shares owned by C2C Wealth Management

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by C2C Wealth Management from 13F filings

Historical chart of C2C 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 C2C 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 C2C Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $366k 7.5k 48.97
2023-06-30 $387k 7.5k 51.80
2023-03-31 $373k 7.5k 49.93

More positions owned by C2C Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Chevron Corporation (CVX)
Cohen & Steers infrastucture Fund (UTF)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr Technology (XLK)
International Business Machines (IBM)
Eaton Vance Tax Managed Diversified Eq. (ETY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p Mc 400gr Etf (IJK)
Enterprise Products Partners (EPD)

View all positions for C2C Wealth Management

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Bank of America Corporation
Global Assets Advisory
Mesirow Financial Investment Management International Equity
Aspiriant
Wells Fargo & Company
Assetmark
Strategic Wealth Partners
LPL Financial
Consilium Wealth Advisory
Royal Bank of Canada
Warren Averett Asset Management
Lebenthal Global Advisors
Cambridge Investment Research Advisors
Advisor Group Holdings

View all funds holding iShares S&P Growth Allocation Fund