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iShares S&P Growth Allocation Fund shares owned by Cypress Capital

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

Historical chart of Cypress Capital 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 Cypress Capital 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 Cypress Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $317k 5.3k 59.24
2024-06-30 $376k 6.7k 56.32
2024-03-31 $389k 7.0k 55.67
2023-12-31 $400k 7.5k 53.19
2023-09-30 $371k 7.5k 49.41
2023-06-30 $392k 7.6k 51.45
2023-03-31 $382k 7.6k 50.03

More positions owned by Cypress Capital

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Hdg Msci Eafe (HEFA)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Cypress Capital

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