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iShares S&P Growth Allocation Fund shares owned by Fermata Advisors

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

Historical chart of Fermata 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 Fermata 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 Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $214k 3.6k 59.24
2024-06-30 $204k 3.6k 56.32
2024-03-31 $201k 3.6k 55.67

More positions owned by Fermata Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Extended Dur (EDV)

View all positions for Fermata Advisors

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