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iShares S&P Growth Allocation Fund shares owned by HighPoint Advisor

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

Historical chart of HighPoint Advisor 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 HighPoint Advisor 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 HighPoint Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.9M 61k 64.35
2025-12-31 $4.6M 71k 65.01

More positions owned by HighPoint Advisor

State Street MF Closed and MF Open (SPY)
State Street MF Closed and MF Open (SPDW)
State Street MF Closed and MF Open (SPYG)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLK)
State Street MF Closed and MF Open (SPYM)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JIRE)
Ishares Core MF Closed and MF Open (ITOT)
Dimensional Intl MF Closed and MF Open (DFAI)
Avantis Emerging MF Closed and MF Open (AVEM)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPTM)

View all positions for HighPoint Advisor

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
LPL Financial
Worth Asset Management
Bank of America Corporation
Morgan Stanley
Mesirow Financial Investment Management International Equity
Wells Fargo & Company
Aspiriant
Consilium Wealth Advisory
Jim Saulnier & Associates
Foundations Investment Advisors
Colony
Lebenthal Global Advisors
Assetmark
Royal Bank of Canada

View all funds holding iShares S&P Growth Allocation Fund