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iShares S&P Growth Allocation Fund shares owned by Balanced Wealth Group

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

Historical chart of Balanced Wealth 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 Balanced Wealth 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 Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $374k 7.0k 53.19

More positions owned by Balanced Wealth Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Pfd And Incm Sec (PFF)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Balanced Wealth Group

Top funds holding iShares S&P Growth Allocation Fund

Wells Fargo & Company
Bank of America Corporation
Global Assets Advisory
Mesirow Financial Investment Management International Equity
Aspiriant
Assetmark
Strategic Wealth Partners
Consilium Wealth Advisory
Stifel Financial
Royal Bank of Canada
Branch Banking & Trust Company
Warren Averett Asset Management
Lebenthal Global Advisors
Cambridge Investment Research Advisors
Advisor Group Holdings

View all funds holding iShares S&P Growth Allocation Fund