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iShares S&P Growth Allocation Fund shares owned by Hrt Financial

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

Historical chart of Hrt Financial 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 Hrt Financial 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 Hrt Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $815k 15k 53.18
2023-09-30 $718k 15k 49.39
2023-06-30 $1.4M 28k 51.44
2023-03-31 $1.8M 35k 50.01

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View all positions for Hrt Financial

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