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

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

Historical chart of Landmark 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 Landmark 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 Landmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $241k 4.3k 55.76
2023-12-31 $295k 5.5k 53.22
2023-09-30 $275k 5.6k 49.47
2023-03-31 $261k 5.2k 50.11
2022-03-31 $319k 5.9k 53.95

More positions owned by Landmark Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
T Rowe Price Etf Total Return Etf (TOTR)
Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Doubleline Etf Trust Opportunistic Bd (DBND)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Landmark 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
Stifel Financial
Royal Bank of Canada
Branch Banking & Trust Company
Warren Averett Asset Management
Lebenthal Global Advisors

View all funds holding iShares S&P Growth Allocation Fund