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iShares S&P Growth Allocation Fund shares owned by Legacy Advisory Services

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Legacy Advisory Services from 13F filings

Historical chart of Legacy Advisory Services 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 Legacy Advisory Services 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 Legacy Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 32k 64.38
2025-06-30 $2.0M 32k 61.57
2025-03-31 $1.8M 32k 57.57

More positions owned by Legacy Advisory Services

Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Global 100 Etf (IOO)
Ishares Tr Core 60/40 Balan (AOR)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)

View all positions for Legacy Advisory Services

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