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iShares S&P Growth Allocation Fund shares owned by Encompass More Asset Management

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Encompass More Asset Management from 13F filings

Historical chart of Encompass More Asset Management 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 Encompass More Asset Management 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 Encompass More Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 4.2k 59.24
2024-06-30 $240k 4.3k 56.32
2024-03-31 $239k 4.3k 55.67
2023-12-31 $500k 9.4k 53.19

More positions owned by Encompass More Asset Management

Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Wisdomtree Tr Floatng Rat Trea (USFR)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
World Gold Tr Spdr Gld Minis (GLDM)
Starboard Invt Tr Adaptive Alpha (AGOX)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Advisorshares Tr Q Dynamic Growth (QPX)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Select Sector Spdr Tr Energy (XLE)
Franklin Templeton Etf Tr Franklin Focused (FFOG)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)
Apple (AAPL)

View all positions for Encompass More Asset Management

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