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iShares S&P Growth Allocation Fund shares owned by Aquire Wealth Advisors

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

Historical chart of Aquire Wealth 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 Aquire Wealth Advisors 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 Aquire Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $262k 4.4k 59.24
2024-03-31 $224k 4.0k 55.67
2023-12-31 $207k 3.9k 53.19
2021-12-31 $152k 2.7k 56.93

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Spdr Ser Tr Portfolio Agrgte (SPAB)
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View all positions for Aquire Wealth Advisors

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