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iShares S&P Growth Allocation Fund shares owned by LPL Financial

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

Historical chart of LPL Financial investment in iShares S&P Growth Allocation Fund

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All positions including iShares S&P Growth Allocation Fund held by LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $39M 602k 64.38
2025-06-30 $31M 504k 61.57
2025-03-31 $23M 398k 57.57
2024-12-31 $22M 379k 57.32
2024-09-30 $21M 348k 59.24
2024-06-30 $17M 309k 56.32
2024-03-31 $17M 313k 55.67
2023-09-30 $14M 279k 49.41
2023-06-30 $14M 280k 51.45
2023-03-31 $14M 272k 50.03
2022-12-31 $15M 308k 47.16
2022-09-30 $12M 274k 44.78
2022-06-30 $14M 293k 48.00
2022-03-31 $17M 310k 53.96
2021-12-31 $18M 310k 57.08
2021-09-30 $16M 294k 55.47
2021-06-30 $15M 266k 56.00
2021-03-31 $14M 266k 53.56
2020-12-31 $14M 259k 52.20
2020-09-30 $12M 246k 48.44
2020-06-30 $12M 266k 46.39
2020-03-31 $14M 328k 41.38
2019-12-31 $14M 285k 47.84
2019-09-30 $15M 322k 46.06
2019-06-30 $16M 336k 46.02
2019-03-31 $15M 342k 44.70
2018-12-31 $15M 362k 41.31
2018-09-30 $21M 465k 45.13
2018-06-30 $20M 448k 44.36
2018-03-31 $20M 447k 44.57
2017-12-31 $19M 429k 44.92
2017-09-30 $19M 413k 44.83
2017-06-30 $15M 343k 43.61
2017-03-31 $14M 326k 42.39
2016-12-31 $8.9M 220k 40.69
2016-09-30 $7.3M 180k 40.79
2016-06-30 $6.5M 165k 39.66
2016-03-31 $14M 367k 38.84
2015-12-31 $17M 446k 38.50
2015-09-30 $7.0M 179k 38.91
2015-06-30 $7.2M 180k 40.15
2015-03-31 $6.4M 157k 40.97
2014-12-31 $6.5M 161k 40.12
2014-09-30 $6.1M 156k 39.15
2014-06-30 $5.3M 132k 40.47
2014-03-31 $4.6M 117k 39.14
2013-12-31 $4.7M 122k 38.50
2013-09-30 $4.0M 107k 37.18
2013-06-30 $4.1M 117k 35.46
2012-09-30 $4.7M 138k 33.71
2011-09-30 $3.3M 111k 29.41

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Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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