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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
2024-03-31 $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)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Morningstar Divid L SHS (FDL)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Tech Alphadex (FXL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Kowal Investment Group

Top funds holding iShares S&P Growth Allocation Fund

Wells Fargo & Company
Bank of America Corporation
Global Assets Advisory
Mesirow Financial Investment Management International Equity
Aspiriant
WestEnd Advisors
Assetmark
Consilium Wealth Advisory
Stifel Financial
Royal Bank of Canada
Janney Montgomery Scott
Branch Banking & Trust Company
Warren Averett Asset Management
Lebenthal Global Advisors
Cambridge Investment Research Advisors

View all funds holding iShares S&P Growth Allocation Fund