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IMG Wealth Management »

iShares S&P Growth Allocation Fund shares owned by IMG Wealth Management

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

Historical chart of IMG Wealth Management 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 IMG Wealth Management 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 IMG Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$992k	15k	64.38
2025-06-30	$1.1M	17k	61.57
2025-03-31	$1.2M	20k	57.57
2024-12-31	$1.3M	23k	57.32

More positions owned by IMG Wealth Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Capital Group Dividend Value Shs Creation Uni (CGDV)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

Invesco Qqq Tr Unit Ser 1 (QQQ)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Capital Group Growth Etf Shs Creation Uni (CGGR)

First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

First Tr Exchange Traded Dj Glbl Divid (FGD)

First Tr Exchange-traded First Tr Enh New (FTSM)

Innovator Etfs Trust Us Eqty Ultra B (UOCT)

Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)

View all positions for IMG Wealth Management

Top funds holding iShares S&P Growth Allocation Fund

Worth Asset Management

Jpmorgan Chase & Co

Mesirow Financial Investment Management International Equity

Wells Fargo & Company

Integrated Investment Consultants

Consilium Wealth Advisory

Foundations Investment Advisors

Kovitz Investment Group Partners

Jim Saulnier & Associates

View all funds holding iShares S&P Growth Allocation Fund

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