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iShares S&P Growth Allocation Fund shares owned by Landmark Wealth Management

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Landmark Wealth Management from 13F filings

Historical chart of Landmark Wealth Management 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 Landmark Wealth Management 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 Landmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $231k 4.0k 57.35
2024-09-30 $238k 4.0k 59.32
2024-03-31 $241k 4.3k 55.76
2023-12-31 $295k 5.5k 53.22
2023-09-30 $275k 5.6k 49.47
2023-03-31 $261k 5.2k 50.11
2022-03-31 $319k 5.9k 53.95

More positions owned by Landmark Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Victory Portfolios Ii Shares Free Cash (VFLO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
T Rowe Price Etf Total Return Etf (TOTR)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Doubleline Etf Trust Opportunistic Bd (DBND)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Core S&p Scp Etf (IJR)
Proshares Tr Russ 2000 Divd (SMDV)

View all positions for Landmark Wealth Management

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Jpmorgan Chase & Co
Mesirow Financial Investment Management International Equity
Bank of America Corporation
Aspiriant
Wells Fargo & Company
LPL Financial
Lebenthal Global Advisors
Kovitz Investment Group Partners
Assetmark
Consilium Wealth Advisory
Janney Montgomery Scott
Centerline Wealth Advisors
Warren Averett Asset Management
WestEnd Advisors

View all funds holding iShares S&P Growth Allocation Fund