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iShares S&P Growth Allocation Fund shares owned by American Capital Advisory

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

Historical chart of American Capital Advisory 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 American Capital Advisory 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 American Capital Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $14k 235 59.24
2024-06-30 $90k 1.7k 53.19
2024-03-31 $89k 1.8k 50.03
2023-12-31 $90k 1.7k 53.19

More positions owned by American Capital Advisory

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Invesco Actively Managed Exc Total Return (GTO)
Labcorp Holdings Com Shs (LH)
Philip Morris International (PM)
Vanguard Index Fds Growth Etf (VUG)
Markel Corporation (MKL)
Meta Platforms Cl A (META)
MGM Resorts International. (MGM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for American Capital Advisory

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
BlackRock
Jpmorgan Chase & Co
Mesirow Financial Investment Management International Equity
Bank of America Corporation
Aspiriant
Wells Fargo & Company
Morgan Stanley
LPL Financial
Lebenthal Global Advisors
Kovitz Investment Group Partners
Assetmark
Consilium Wealth Advisory
International Assets Investment Management
Foundations Investment Advisors

View all funds holding iShares S&P Growth Allocation Fund