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iShares S&P Growth Allocation Fund shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in iShares S&P Growth Allocation Fund

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All positions including iShares S&P Growth Allocation Fund held by D.A. Davidson & Co. 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 D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2023-12-31 $527k 9.9k 53.19
2023-09-30 $253k 5.1k 49.41
2023-03-31 $334k 6.7k 50.03
2022-12-31 $465k 9.9k 47.16

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 2000 Grw Etf (IWO)
Costco Wholesale Corporation (COST)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for D.A. Davidson & Co.

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