Martin Worley Group »

iShares S&P Growth Allocation Fund shares owned by Martin Worley Group

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

Historical chart of Martin Worley Group 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 Martin Worley Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Growth Allocation Fund by Martin Worley Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.1M 17k 61.57
2025-03-31 $1.0M 18k 57.57
2024-12-31 $1.1M 19k 57.32

More positions owned by Martin Worley Group

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Wellington Us Minimum (VFMV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Internl Divid (SCHY)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Martin Worley Group

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