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iShares S&P Growth Allocation Fund shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 30k 64.35
2020-12-31 $489k 9.4k 52.15
2020-09-30 $454k 9.4k 48.42
2020-06-30 $504k 11k 46.43
2020-03-31 $723k 18k 41.39

More positions owned by EP Wealth Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for EP Wealth Advisors

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
LPL Financial
Worth Asset Management
Raymond James Financial
Bank of America Corporation
Morgan Stanley
Mesirow Financial Investment Management International Equity
Wells Fargo & Company
Aspiriant
Consilium Wealth Advisory
Barclays
Jim Saulnier & Associates
Colony
Foundations Investment Advisors
Assetmark

View all funds holding iShares S&P Growth Allocation Fund