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iShares S&P Growth Allocation Fund shares owned by Intelligent Financial Strategies

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

Historical chart of Intelligent Financial Strategies 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 Intelligent Financial Strategies 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 Intelligent Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $290k 4.5k 64.38

More positions owned by Intelligent Financial Strategies

Berkshire Hathaway Inc Del COM - Class B (BRK.B)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Total World Stock Idx (VT)
Vanguard Total Stock Market ETF (VTI)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Vanguard Total Bond Market ETF (BND)
American Centy Etf Tr (AVGE)
Berkshire Hathaway Inc Del COM - Class A (BRK.A)
DFA Tax-Managed US Marketwide Value II (DFUV)
Vanguard Dividend Appreciation ETF (VIG)
iShares S&P 500 Index (IVV)
Dimensional Etf Trust (DFAC)
Vanguard Short Term Corporate Bond ETF (VCSH)
Apple (AAPL)
Alphabet COM - Class C (GOOG)

View all positions for Intelligent Financial Strategies

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Worth Asset Management
Jpmorgan Chase & Co
LPL Financial
Mesirow Financial Investment Management International Equity
Aspiriant
Morgan Stanley
Wells Fargo & Company
Integrated Investment Consultants
Consilium Wealth Advisory
Foundations Investment Advisors
Kovitz Investment Group Partners
Jim Saulnier & Associates
Assetmark
UBS Group

View all funds holding iShares S&P Growth Allocation Fund