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iShares S&P Growth Allocation Fund shares owned by JMG Financial Group

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

Historical chart of JMG Financial 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 JMG Financial 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 JMG Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 4.0k 64.38
2025-06-30 $246k 4.0k 61.57
2025-03-31 $230k 4.0k 57.57
2024-12-31 $229k 4.0k 57.32
2024-09-30 $237k 4.0k 59.24

More positions owned by JMG Financial Group

Vanguard S&p 500 Etf idx (VOO)
Vanguard Mid-Cap ETF (VO)
Vanguard Europe Pacific ETF (VEA)
Schwab Strategic Tr us lrg cap etf (SCHX)
Dimensional Etf Trust (DFSV)
Spdr S&p 500 Etf (SPY)
Vanguard Emerging Markets ETF (VWO)
Dimensional Etf Trust (DFGR)
Dimensional International Core Equity 2 ETF (DFIC)
Schwab International Equity ETF (SCHF)
Sch Us Mid-cap Etf etf (SCHM)
iShares Russell Midcap Index Fund (IWR)
Vanguard Small-Cap Value ETF (VBR)
Dimensional Etf Trust (DFEM)
Vanguard Total Stock Market ETF (VTI)

View all positions for JMG Financial Group

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