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iShares S&P Growth Allocation Fund shares owned by Transcendent Capital Group

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

Historical chart of Transcendent Capital Group 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 Transcendent Capital Group 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 Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $39k 723 53.20
2023-12-31 $39k 723 53.20

More positions owned by Transcendent Capital Group

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Large-cap Etf Large Cap Etf (VV)
Spdr Gold Shares Gold Shs (GLD)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Ishares Tr Cohen Steer Reit Cohen Steer Reit (ICF)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Short-term Corporate Bond Etf Shrt Trm Corp Bd (VCSH)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Pacer Us Small Cap Cash Cows 100 Etf Pacer Us Small (CALF)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard Intermediate-term Corporate Bond Etf Int-term Corp (VCIT)
Ishares Tr S&p 100 Etf S&p 100 Etf (OEF)

View all positions for Transcendent Capital Group

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