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

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

Historical chart of LLBH Private 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 LLBH Private 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $963k 15k 65.01
2025-09-30 $682k 11k 64.38
2025-06-30 $1.0M 17k 61.57
2025-03-31 $638k 11k 57.57

More positions owned by LLBH Private Wealth Management

Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Gold Tr Ishares New (IAU)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Msci Intl Qualty (IQLT)
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)

View all positions for LLBH Private Wealth Management

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Wells Fargo & Company
LPL Financial
Worth Asset Management
Raymond James Financial
Jpmorgan Chase & Co
Mesirow Financial Investment Management International Equity
Aspiriant
Valpey Financial Services
Barclays
Jim Saulnier & Associates
Stifel Financial
Colony
Foundations Investment Advisors
Consilium Wealth Advisory

View all funds holding iShares S&P Growth Allocation Fund