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iShares S&P Growth Allocation Fund shares owned by High Net Worth Advisory Group

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by High Net Worth Advisory Group from 13F filings

Historical chart of High Net Worth Advisory Group 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 High Net Worth Advisory Group 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 High Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $621k 9.6k 65.01

More positions owned by High Net Worth Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Capital Group Core Balanced SHS (CGBL)
Abbvie (ABBV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for High Net Worth Advisory Group

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Wells Fargo & Company
LPL Financial
Worth Asset Management
Jpmorgan Chase & Co
Mesirow Financial Investment Management International Equity
Aspiriant
Barclays
Jim Saulnier & Associates
Stifel Financial
Colony
Foundations Investment Advisors
Consilium Wealth Advisory
Assetmark
Warren Averett Asset Management

View all funds holding iShares S&P Growth Allocation Fund