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

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

Historical chart of Napa 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 Napa 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 Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 44k 53.19

More positions owned by Napa Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Intel Corporation (INTC)
Simon Property (SPG)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Amgen (AMGN)
International Business Machines (IBM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
MetLife (MET)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Napa 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
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