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iShares S&P Growth Allocation Fund shares owned by Almitas Capital

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

Historical chart of Almitas Capital 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 Almitas Capital 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 Almitas Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.9M 70k 69.50

More positions owned by Almitas Capital

Fidelity Wise Origin Bitcoin SHS (FBTC)
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)
Asa Gold And Precious Mtls L SHS (ASA)
Amylyx Pharmaceuticals (AMLX)
Design Therapeutics (DSGN)
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX)
Cornerstone Total Rtrn Fd In (CRF)
Cannae Holdings (CNNE)
Mainstay Cbre Global (MEGI)
Lyell Immunopharma Com New (LYEL)
Blackrock Health Sciences Te Com Shs (BMEZ)
An2 Therapeutics (ANTX)
Tortoise Energy Infrastructure closed end funds (TYG)
Pimco CA Municipal Income Fund (PCQ)
Nuveen Equity Premium and Growth Fund (SPXX)

View all positions for Almitas Capital

Top funds holding iShares S&P Growth Allocation Fund

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

View all funds holding iShares S&P Growth Allocation Fund