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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
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)
iShares Russell Midcap Index Fund (IWR)
Sch Us Mid-cap Etf etf (SCHM)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Total Stock Market ETF (VTI)
Dimensional Etf Trust (DFEM)

View all positions for JMG Financial Group

Top funds holding iShares S&P Growth Allocation Fund

Wells Fargo & Company
BlackRock
Raymond James Financial
Morgan Stanley
Jpmorgan Chase & Co
Richard Bernstein Advisors
Bank of America Corporation
Mesirow Financial Investment Management International Equity
Aspiriant
LPL Financial
Lebenthal Global Advisors
Kovitz Investment Group Partners
Stifel Financial
Assetmark
Consilium Wealth Advisory

View all funds holding iShares S&P Growth Allocation Fund