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iShares S&P Growth Allocation Fund shares owned by LBMC Investment Advisors

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

Historical chart of LBMC Investment 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 LBMC Investment 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 LBMC Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 75k 64.38
2025-06-30 $4.6M 74k 61.57
2025-03-31 $4.3M 75k 57.57
2024-12-31 $4.4M 77k 57.32
2024-09-30 $4.6M 77k 59.24
2024-06-30 $4.3M 77k 56.32
2024-03-31 $4.5M 80k 55.67
2023-12-31 $4.3M 80k 53.19
2023-09-30 $3.9M 81k 48.30
2023-06-30 $4.1M 81k 51.45
2023-03-31 $4.1M 82k 50.03
2022-12-31 $3.9M 83k 47.16
2022-09-30 $3.7M 84k 44.78
2022-06-30 $3.8M 80k 48.00
2022-03-31 $4.3M 80k 53.96
2021-12-31 $4.6M 80k 57.08
2021-09-30 $4.4M 116k 37.64
2021-06-30 $4.4M 79k 56.00
2021-03-31 $4.4M 81k 53.56
2020-12-31 $4.3M 82k 52.20
2020-09-30 $3.9M 81k 48.45
2020-06-30 $3.8M 82k 46.39
2020-03-31 $3.4M 82k 41.38
2019-12-31 $3.9M 82k 47.84
2019-09-30 $3.9M 84k 46.07
2019-06-30 $3.9M 84k 46.02
2019-03-31 $3.8M 85k 44.70
2018-12-31 $3.5M 84k 41.32
2018-09-30 $3.4M 76k 45.13
2018-06-30 $3.3M 75k 44.37
2018-03-31 $3.3M 75k 44.57
2017-12-31 $3.3M 73k 44.92
2017-09-30 $3.3M 73k 44.83
2017-06-30 $3.1M 72k 43.61
2017-03-31 $3.1M 74k 42.39
2016-12-31 $2.8M 69k 40.58
2016-09-30 $2.9M 69k 41.15
2016-06-30 $2.6M 66k 40.02
2016-03-31 $2.5M 64k 39.44
2015-12-31 $2.4M 62k 38.88
2015-09-30 $2.2M 58k 38.16
2015-06-30 $2.4M 59k 40.54
2015-03-31 $2.3M 57k 40.81
2014-12-31 $1.9M 48k 40.12
2014-09-30 $1.7M 44k 39.46
2014-06-30 $1.1M 26k 40.46
2014-03-31 $1.6M 42k 39.15
2013-12-31 $1.6M 42k 38.50
2013-09-30 $1.5M 40k 36.86
2013-06-30 $1.3M 36k 35.45
2013-03-31 $1.4M 39k 35.74
2012-12-31 $1.2M 37k 33.98

More positions owned by LBMC Investment Advisors

iShares S&P 500 Index (IVV)
Invesco S&p 500 Equal Weight Etf (RSP)
iShares Russell 2000 Index (IWM)
Ishares High Dividend Equity F (HDV)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares MSCI EAFE Index Fund (EFA)
Ishares Tr (IBHH)
Ishares Tr (IBHG)
iShares Dow Jones Select Dividend (DVY)
Vanguard Europe Pacific ETF (VEA)
Ishares Tr (IBHF)
Vanguard High Dividend Yield ETF (VYM)
Ishares Tr (IBHI)
iShares S&P SmallCap 600 Index (IJR)
Hca Holdings (HCA)

View all positions for LBMC Investment 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
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