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iShares S&P Growth Allocation Fund shares owned by Executive Wealth Management

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

Historical chart of Executive Wealth 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 Executive Wealth 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 Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $606k 11k 57.32
2024-09-30 $626k 11k 59.24

More positions owned by Executive Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Scp Etf (IJR)
Angel Oak Funds Trust Income Etf (CARY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Executive Wealth Management

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