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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
2024-06-30 $5.6M 100k 56.32

More positions owned by Elevation Capital Advisory

Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)
Collaborative Investmnt Ser Mohr Sector Nav (SNAV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Vanguard World Mega Grwth Ind (MGK)
RBB Motley Fol Etf (TMFC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Collaborative Investmnt Ser Adaptive Core (RULE)
Collaborative Investmnt Ser Mohr Growth Etf (MOHR)

View all positions for Elevation Capital Advisory

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Bank of America Corporation
Mesirow Financial Investment Management International Equity
Aspiriant
Wells Fargo & Company
Lebenthal Global Advisors
Morgan Stanley
Strategic Wealth Partners
LPL Financial
Kovitz Investment Group Partners
Assetmark
Consilium Wealth Advisory
Warren Averett Asset Management
Royal Bank of Canada
Foundations Investment Advisors

View all funds holding iShares S&P Growth Allocation Fund