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iShares S&P Growth Allocation Fund shares owned by Fidato Wealth

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

Historical chart of Fidato Wealth 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 Fidato Wealth 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 Fidato Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $827k 14k 59.24
2024-03-31 $705k 13k 55.67
2023-12-31 $621k 12k 53.19
2022-12-31 $207k 4.4k 47.17

More positions owned by Fidato Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Sherwin-Williams Company (SHW)
Ishares Tr Grwt Allocat Etf (AOR)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Aggres Alloc Etf (AOA)
Masco Corporation (MAS)

View all positions for Fidato Wealth

Top funds holding iShares S&P Growth Allocation Fund

Wells Fargo & Company
BlackRock
Raymond James Financial
Morgan Stanley
Jpmorgan Chase & Co
Richard Bernstein Advisors
Bank of America Corporation
Mesirow Financial Investment Management International Equity
Aspiriant
LPL Financial
Lebenthal Global Advisors
Kovitz Investment Group Partners
Stifel Financial
Assetmark
Consilium Wealth Advisory

View all funds holding iShares S&P Growth Allocation Fund