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iShares S&P Growth Allocation Fund shares owned by Lido Advisors

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

Historical chart of Lido 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 Lido 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 28k 64.38
2025-06-30 $1.7M 27k 61.57
2025-03-31 $286k 5.0k 57.58
2024-12-31 $335k 5.8k 57.32
2024-09-30 $360k 6.1k 59.25
2024-06-30 $443k 7.9k 56.32
2024-03-31 $559k 10k 55.67
2023-12-31 $524k 9.9k 53.19
2023-09-30 $592k 12k 49.41
2023-06-30 $646k 13k 51.45
2023-03-31 $555k 11k 50.03
2022-12-31 $458k 9.7k 47.16
2022-09-30 $427k 9.6k 44.68
2022-06-30 $458k 9.6k 47.93
2022-03-31 $513k 9.5k 53.87
2021-12-31 $641k 11k 57.02
2021-09-30 $596k 11k 55.42
2021-06-30 $617k 11k 56.02
2021-03-31 $590k 11k 53.55
2020-12-31 $681k 13k 52.14
2020-09-30 $656k 14k 48.44
2020-06-30 $683k 15k 46.39
2020-03-31 $616k 15k 41.39
2019-12-31 $905k 19k 47.82
2019-09-30 $940k 20k 46.06
2019-06-30 $1.0M 23k 46.01
2019-03-31 $1.2M 27k 44.69
2018-12-31 $1.3M 31k 41.62
2018-09-30 $1.7M 37k 45.11
2018-06-30 $2.5M 56k 44.36
2018-03-31 $3.8M 84k 44.57
2017-12-31 $5.0M 112k 44.92
2017-09-30 $6.3M 140k 45.30
2017-06-30 $3.2M 73k 43.61
2017-03-31 $2.4M 56k 43.03

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Microsoft Corporation (MSFT)
NVIDIA Corporation Put Option (NVDA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)

View all positions for Lido 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