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

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

Historical chart of Fft 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 Fft 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 Fft Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $476k 8.9k 53.19
2023-09-30 $442k 8.9k 49.41
2023-06-30 $460k 8.9k 51.45
2023-03-31 $419k 8.4k 50.03

More positions owned by Fft Wealth Management

Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
TJX Companies (TJX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Copart (CPRT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Fft 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