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iShares S&P Growth Allocation Fund shares owned by Elevation Capital Advisory

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

Historical chart of Elevation Capital Advisory 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 Elevation Capital Advisory 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 Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 45k 65.01
2025-06-30 $6.1M 99k 61.57
2024-09-30 $6.0M 102k 59.24
2024-06-30 $5.6M 100k 56.32

More positions owned by Elevation Capital Advisory

Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr TRS FLT RT BD (TFLO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Elevation Capital Advisory

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
Valpey Financial Services
Barclays
Jim Saulnier & Associates
Stifel Financial
Colony
Foundations Investment Advisors
Consilium Wealth Advisory

View all funds holding iShares S&P Growth Allocation Fund