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

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

Historical chart of Centerline 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 Centerline 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 Centerline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.5M 147k 64.38
2025-06-30 $9.3M 151k 61.57
2025-03-31 $15M 253k 57.57
2024-12-31 $15M 253k 58.00

More positions owned by Centerline Wealth Advisors

Blackrock Etf Trust Ii Ishares Flexible (BINC)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr Core 60/40 Balan (AOR)
Fidelity Covington Trust Msci Matls Index (FMAT)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr U.s. Tech Etf (IYW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

View all positions for Centerline Wealth Advisors

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Worth Asset Management
Jpmorgan Chase & Co
LPL Financial
Mesirow Financial Investment Management International Equity
Aspiriant
Morgan Stanley
Wells Fargo & Company
Integrated Investment Consultants
Consilium Wealth Advisory
Foundations Investment Advisors
Kovitz Investment Group Partners
Jim Saulnier & Associates
Assetmark
UBS Group

View all funds holding iShares S&P Growth Allocation Fund