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iShares S&P Growth Allocation Fund shares owned by Lighthouse Financial Advisors

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

Historical chart of Lighthouse Financial 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 Lighthouse Financial 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 Lighthouse Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-03-31 $324k 6.1k 53.47
2020-12-31 $287k 5.5k 52.08
2020-09-30 $241k 5.0k 48.36

More positions owned by Lighthouse Financial Advisors

Schwab US Large-Cap ETF Us Lrg Cap Etf (SCHX)
Schwab US Mid-Cap ETF Us Mid-cap Etf (SCHM)
Invesco QQQ Trust Unit Ser 1 (QQQ)
Sherwin-Williams Company (SHW)
ARK Innovation ETF Innovation Etf (ARKK)
Schwab International Equity ETF Intl Eqty Etf (SCHF)
iShares Russell Mid-Cap Growth ETF Rus Md Cp Gr Etf (IWP)
Schwab US Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Schwab US Small-Cap ETF Us Sml Cap Etf (SCHA)
SPDR Portfolio S&P 500 Value ETF Prtflo S&p500 Vl (SPYV)
Illinois Tool Works (ITW)
Shopify Cl A (SHOP)
Nucor Corporation (NUE)
Amazon (AMZN)
SPDR DoubleLine Total Return Tact ETF Spdr Tr Tactic (TOTL)

View all positions for Lighthouse Financial Advisors

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
Warren Averett Asset Management
Foundations Investment Advisors
Jim Saulnier & Associates

View all funds holding iShares S&P Growth Allocation Fund