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iShares S&P Growth Allocation Fund shares owned by JNBA Financial Advisors

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

Historical chart of JNBA Financial Advisors 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 JNBA Financial Advisors 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 JNBA Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $35k 543 65.01
2025-09-30 $35k 543 64.38
2025-06-30 $49k 789 61.57
2025-03-31 $45k 786 57.57
2024-12-31 $45k 780 57.32
2024-09-30 $45k 760 59.24
2024-06-30 $48k 855 56.32
2024-03-31 $47k 852 55.67
2023-12-31 $46k 856 53.19
2023-09-30 $83k 1.7k 49.41
2023-06-30 $119k 2.3k 51.45
2023-03-31 $126k 2.5k 50.03
2022-12-31 $135k 2.9k 47.16
2022-09-30 $150k 3.4k 44.78
2022-06-30 $159k 3.3k 48.14
2022-03-31 $177k 3.3k 53.83
2021-12-31 $174k 3.1k 57.05
2021-09-30 $159k 2.9k 55.36
2021-06-30 $156k 2.8k 55.87
2021-03-31 $156k 2.9k 53.44
2020-12-31 $188k 3.6k 52.11
2020-09-30 $777k 16k 48.42
2020-06-30 $799k 17k 46.39
2020-03-31 $180k 4.3k 41.49
2019-12-31 $1.1M 24k 47.83
2019-09-30 $1.1M 24k 46.06
2019-06-30 $1.1M 25k 46.01
2019-03-31 $1.1M 24k 44.70
2018-12-31 $170k 4.1k 41.37
2018-06-30 $148k 3.3k 44.27
2018-03-31 $3.1M 3.1k 1000.00
2017-12-31 $113k 2.5k 44.98
2017-09-30 $124k 2.8k 44.99
2017-06-30 $117k 2.7k 43.53
2017-03-31 $128k 3.0k 42.41
2016-12-31 $96k 2.4k 40.49

More positions owned by JNBA Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Index Fds Growth Etf (VUG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYG)
AFLAC Incorporated (AFL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for JNBA Financial Advisors

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
Wells Fargo & Company
Jim Saulnier & Associates
Integrated Investment Consultants
Consilium Wealth Advisory
Foundations Investment Advisors
Kovitz Investment Group Partners
Assetmark
Warren Averett Asset Management
BSW Wealth Partners

View all funds holding iShares S&P Growth Allocation Fund