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iShares S&P Growth Allocation Fund shares owned by Kowal Investment Group

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

Historical chart of Kowal Investment 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 Kowal Investment 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 Kowal Investment Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 3.7k 59.24
2024-06-30 $217k 3.9k 56.32
2024-03-31 $303k 5.5k 55.67
2023-12-31 $427k 8.0k 53.19
2022-12-31 $773k 16k 47.16

More positions owned by Kowal Investment Group

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
First Tr Morningstar Divid L SHS (FDL)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Zacks Trust Earngs Constant (ZECP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
First Tr Exchange-traded Managd Mun Etf (FMB)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Tech Alphadex (FXL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Kowal Investment 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