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iShares S&P Growth Allocation Fund shares owned by ESG Planning

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

Historical chart of ESG Planning 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 ESG Planning 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 ESG Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $365k 5.7k 64.38
2025-06-30 $329k 5.3k 61.57
2025-03-31 $235k 4.1k 57.57

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View all positions for ESG Planning

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