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iShares S&P Growth Allocation Fund shares owned by Cascades Capital Asset Management

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

Historical chart of Cascades Capital Asset Management 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 Cascades Capital Asset Management 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 Cascades Capital Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $241k 3.7k 65.01

More positions owned by Cascades Capital Asset Management

Vanguard Dividend Appreciation ETF Equity (VIG)
Vanguard S&P 500 ETF Equity (VOO)
Vanguard S&P 500 Value Equity (VOOV)
Microsoft Corp Equity (MSFT)
Apple Equity (AAPL)
Nvidia Corp Equity (NVDA)
Vanguard Growth ETF Equity (VUG)
Vanguard Value ETF Equity (VTV)
Alphabet Inc Class A Equity (GOOGL)
Wisdomtree Floating Rate Treas. ETF Equity (USFR)
Vanguard Mid Cap Index ETF Equity (VO)
S P D R S&p 500 Etf Equity (SPY)
I Shares 3-7 Year US Treas. ETF Equity (IEI)
Vanguard International Divdend ETF Equity (VIGI)
Lilly Eli & Company Equity (LLY)

View all positions for Cascades Capital Asset Management

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Wells Fargo & Company
LPL Financial
Worth Asset Management
Raymond James Financial
Jpmorgan Chase & Co
Mesirow Financial Investment Management International Equity
Aspiriant
Barclays
Jim Saulnier & Associates
Stifel Financial
Colony
Foundations Investment Advisors
Consilium Wealth Advisory
Assetmark

View all funds holding iShares S&P Growth Allocation Fund