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iShares S&P Growth Allocation Fund shares owned by Efficient Advisors

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

Historical chart of Efficient 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 Efficient 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 Efficient Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 3.5k 64.37
2025-06-30 $289k 4.7k 61.57
2025-03-31 $273k 4.7k 57.57
2024-12-31 $283k 4.9k 57.32
2024-09-30 $366k 6.2k 59.24
2024-06-30 $349k 6.2k 56.32
2024-03-31 $387k 7.0k 55.67
2023-12-31 $365k 6.9k 53.19
2023-09-30 $400k 8.1k 49.41
2023-06-30 $411k 8.0k 51.45
2023-03-31 $408k 8.1k 50.03
2022-12-31 $472k 10k 47.16
2022-09-30 $452k 10k 44.73
2022-06-30 $513k 11k 47.99
2022-03-31 $610k 11k 53.97
2021-12-31 $813k 14k 57.07
2021-09-30 $789k 14k 55.50
2021-06-30 $830k 15k 56.01
2021-03-31 $805k 15k 53.56
2020-12-31 $1.1M 22k 52.20
2020-09-30 $1.1M 22k 48.43
2020-06-30 $1.1M 23k 46.39
2020-03-31 $947k 23k 41.38
2019-12-31 $1.1M 23k 47.82
2019-09-30 $1.1M 24k 46.06
2019-06-30 $1.1M 23k 46.01
2019-03-31 $1.1M 24k 44.71
2018-12-31 $996k 24k 41.32
2018-09-30 $1.1M 24k 45.13
2018-06-30 $1.1M 24k 44.36
2018-03-31 $1.1M 25k 44.57
2017-12-31 $1.1M 24k 44.93
2017-09-30 $1.1M 25k 44.83
2017-06-30 $1.1M 25k 43.62
2017-03-31 $1.1M 25k 42.39
2016-12-31 $1.0M 26k 40.59
2016-09-30 $1.0M 25k 41.13
2016-06-30 $997k 25k 40.05
2016-03-31 $1000k 25k 39.46
2015-12-31 $968k 25k 38.90
2015-09-30 $973k 26k 38.14
2015-06-30 $1.1M 26k 40.54
2015-03-31 $1.0M 26k 40.84
2014-12-31 $1.1M 26k 40.14
2014-09-30 $1.1M 27k 39.47
2014-06-30 $1.1M 28k 40.49
2014-03-31 $1.2M 31k 39.14
2013-12-31 $1.2M 32k 38.51
2013-09-30 $1.2M 31k 36.86
2013-06-30 $1.1M 30k 35.48

More positions owned by Efficient Advisors

Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Efficient 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