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iShares S&P Growth Allocation Fund shares owned by L.m. Kohn & Company

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by L.m. Kohn & Company from 13F filings

Historical chart of L.m. Kohn & Company investment in iShares S&P Growth Allocation Fund

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All positions including iShares S&P Growth Allocation Fund held by L.m. Kohn & Company 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 L.m. Kohn & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $204k 3.4k 59.24

More positions owned by L.m. Kohn & Company

Apple Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Amazon Common Stock (AMZN)
German Amern Bancorp Common Stock (GABC)
Costco Whsl Corp Common Stock (COST)
Microsoft Corp Common Stock (MSFT)
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)
Spdr Ser Tr Bloomberg 1-3 Mo Exchange Traded Fund (BIL)
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)
Visa Inc Com Cl A Common Stock (V)
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)
Vanguard Index Fds Total Stk Mkt Exchange Traded Fund (VTI)
Mastercard Incorporated Cl A Common Stock (MA)

View all positions for L.m. Kohn & Company

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
Centerline Wealth Advisors
Warren Averett Asset Management
WestEnd Advisors

View all funds holding iShares S&P Growth Allocation Fund