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iShares S&P Growth Allocation Fund shares owned by Oakmont Partners

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

Historical chart of Oakmont Partners 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 Oakmont Partners 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 Oakmont Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 91k 55.67
2023-12-31 $4.9M 92k 53.19
2023-09-30 $4.6M 93k 49.41

More positions owned by Oakmont Partners

Kla Corp Com New (KLAC)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Value Etf (VTV)
Meta Platforms Cl A (META)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for Oakmont Partners

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