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iShares S&P Growth Allocation Fund shares owned by Marino, Stram & Associates

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Marino, Stram & Associates from 13F filings

Historical chart of Marino, Stram & Associates investment in iShares S&P Growth Allocation Fund

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All positions including iShares S&P Growth Allocation Fund held by Marino, Stram & Associates 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 Marino, Stram & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 50k 64.38
2025-06-30 $3.1M 50k 61.57
2025-03-31 $2.9M 51k 57.57
2024-12-31 $3.6M 63k 57.32
2024-09-30 $4.3M 72k 59.24
2024-06-30 $4.1M 72k 56.32
2024-03-31 $4.0M 72k 55.67
2023-12-31 $3.9M 73k 53.19
2023-09-30 $3.6M 73k 49.41
2023-06-30 $3.8M 74k 51.45
2023-03-31 $3.7M 74k 50.03
2022-12-31 $3.5M 74k 47.16
2022-09-30 $3.8M 85k 44.77
2022-06-30 $3.4M 72k 48.00
2022-03-31 $3.9M 72k 53.96
2021-12-31 $4.2M 74k 57.08
2021-09-30 $4.1M 74k 55.47
2021-03-31 $4.0M 75k 53.56
2020-12-31 $4.0M 77k 52.21
2020-09-30 $3.8M 77k 48.43
2020-06-30 $3.7M 79k 46.90
2020-03-31 $3.9M 94k 41.38
2019-12-31 $6.1M 127k 47.84
2019-09-30 $6.5M 140k 46.06
2019-06-30 $6.6M 143k 46.02
2019-03-31 $6.5M 146k 44.70
2018-12-31 $6.1M 149k 40.74
2018-09-30 $6.6M 147k 45.13
2018-06-30 $6.4M 145k 44.36
2018-03-31 $6.5M 147k 44.57
2017-12-31 $6.4M 143k 44.92

More positions owned by Marino, Stram & Associates

Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
New York Life Investments Et Nyli Ftse Intern (HFXI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Marino, Stram & Associates

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