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

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

Historical chart of Bullock Wealth Management 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 Bullock Wealth Management 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 Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $110k 1.7k 64.74

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Microsoft Corp Stock (MSFT)
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View all positions for Bullock Wealth Management Group

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