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iShares S&P Growth Allocation Fund shares owned by Global Assets Advisory

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

Historical chart of Global Assets Advisory 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 Global Assets Advisory 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 Global Assets Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 20k 59.12
2024-06-30 $1.1M 20k 56.32
2024-03-31 $22M 1.2M 18.03
2023-12-31 $1.1M 21k 52.82
2023-09-30 $997k 20k 49.41
2023-06-30 $953k 19k 51.45
2023-03-31 $648k 13k 50.12

More positions owned by Global Assets Advisory

Apple (AAPL)
Exxon Mobil Corporation (XOM)
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Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Pfd And Incm Sec (PFF)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Qualcomm (QCOM)

View all positions for Global Assets Advisory

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