4wealth Advisors »

iShares S&P Growth Allocation Fund shares owned by 4wealth Advisors

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors 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 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Growth Allocation Fund by 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $213k 3.1k 68.75

More positions owned by 4wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Northern Lts Fd Tr Iv Mona Proc In Etf (MPRO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for 4wealth Advisors

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
LPL Financial
Jpmorgan Chase & Co
Bank of America Corporation
Mesirow Financial Investment Management International Equity
Wells Fargo & Company
Aspiriant
Jim Saulnier & Associates
Consilium Wealth Advisory
Foundations Investment Advisors
WestEnd Advisors
Colony
Lebenthal Global Advisors
Madrid Financial Services
Royal Bank of Canada

View all funds holding iShares S&P Growth Allocation Fund