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iShares S&P Growth Allocation Fund shares owned by Kuehl Shepherd Kozlowski & Associates

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Kuehl Shepherd Kozlowski & Associates from 13F filings

Historical chart of Kuehl Shepherd Kozlowski & Associates 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 Kuehl Shepherd Kozlowski & Associates 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 Kuehl Shepherd Kozlowski & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $608k 11k 53.23
2023-09-30 $601k 12k 49.17
2023-06-30 $636k 12k 51.92
2023-03-31 $754k 15k 49.78
2022-12-31 $886k 18k 50.07
2022-09-30 $933k 21k 45.35
2022-06-30 $1.1M 22k 48.86
2022-03-31 $1.6M 31k 52.42
2021-12-31 $1.8M 32k 57.09
2021-09-30 $1.9M 34k 56.25
2021-06-30 $1.9M 35k 55.72
2021-03-31 $1.9M 34k 54.23
2020-12-31 $1.7M 33k 52.19
2020-06-30 $1.6M 34k 46.38
2020-03-31 $1.4M 34k 41.38
2019-12-31 $1.6M 34k 47.84
2019-09-30 $1.6M 34k 46.07
2019-06-30 $24M 81k 294.75
2019-03-31 $1.4M 31k 44.70
2018-12-31 $1.1M 24k 45.12
2018-09-30 $1.1M 24k 45.12
2018-06-30 $880k 20k 44.35
2018-03-31 $679k 15k 44.57
2017-12-31 $23M 87k 268.85
2017-09-30 $463k 10k 44.84
2017-06-30 $477k 11k 43.64
2017-03-31 $402k 9.5k 42.43
2016-12-31 $379k 9.3k 40.56
2016-09-30 $388k 9.4k 41.18
2016-06-30 $360k 9.0k 40.06
2016-03-31 $305k 7.7k 39.42
2015-12-31 $210k 5.4k 38.86

More positions owned by Kuehl Shepherd Kozlowski & Associates

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard World Mega Cap Index (MGC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Kuehl Shepherd Kozlowski & Associates

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
Strategic Wealth Partners
Consilium Wealth Advisory
Stifel Financial
Royal Bank of Canada
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