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iShares S&P Growth Allocation Fund shares owned by Madrona Financial Services

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

Historical chart of Madrona Financial Services 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 Madrona Financial Services 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 Madrona Financial Services

Quarter filed Position value Share count Share price at filing
2023-03-31 $346k 6.9k 50.03
2022-12-31 $533k 11k 47.16
2022-03-31 $687k 13k 53.21
2021-12-31 $4.8M 83k 57.08
2021-09-30 $4.6M 83k 55.46
2021-06-30 $4.4M 79k 56.00
2021-03-31 $4.2M 78k 53.57
2020-12-31 $3.8M 72k 52.20
2020-09-30 $3.5M 73k 48.44
2020-06-30 $3.3M 71k 46.39
2020-03-31 $2.8M 67k 41.38
2019-12-31 $3.7M 77k 47.84
2019-09-30 $3.6M 79k 46.06
2019-06-30 $3.6M 78k 46.02
2019-03-31 $5.3M 119k 44.70
2018-12-31 $4.9M 119k 41.31
2018-09-30 $5.3M 118k 45.13
2018-06-30 $5.0M 113k 44.36
2018-03-31 $5.3M 120k 44.57
2017-12-31 $4.9M 110k 44.92
2017-09-30 $5.1M 113k 44.83
2017-06-30 $4.4M 100k 43.61
2017-03-31 $4.0M 94k 42.39
2016-12-31 $3.0M 74k 40.58
2016-09-30 $3.0M 73k 41.15
2016-06-30 $3.0M 75k 40.03
2016-03-31 $2.9M 73k 39.45
2015-12-31 $2.9M 74k 38.88
2015-09-30 $1.0M 28k 38.15
2015-06-30 $1.2M 29k 40.55
2015-03-31 $1.2M 30k 40.81
2014-12-31 $1.2M 29k 40.11

More positions owned by Madrona Financial Services

First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pacer Fds Tr Developed Mrkt (ICOW)
Pacer Fds Tr Pacer Us Small (CALF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Madrona Financial Services

Top funds holding iShares S&P Growth Allocation Fund

Wells Fargo & Company
Bank of America Corporation
Global Assets Advisory
Raymond James & Associates
Aspiriant
WestEnd Advisors
Assetmark
Consilium Wealth Advisory
Stifel Financial
Royal Bank of Canada
Janney Montgomery Scott
Branch Banking & Trust Company
Warren Averett Asset Management
Lebenthal Global Advisors
Advisor Group Holdings

View all funds holding iShares S&P Growth Allocation Fund