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iShares S&P Growth Allocation Fund shares owned by Mason & Associates

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

Historical chart of Mason & Associates 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 Mason & 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 Mason & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $467k 7.9k 59.24
2024-06-30 $366k 6.5k 56.32

More positions owned by Mason & Associates

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Top 200 Etf (IWL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)

View all positions for Mason & Associates

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
BlackRock
Jpmorgan Chase & Co
Mesirow Financial Investment Management International Equity
Bank of America Corporation
Aspiriant
Wells Fargo & Company
Morgan Stanley
LPL Financial
Lebenthal Global Advisors
Kovitz Investment Group Partners
Assetmark
Consilium Wealth Advisory
International Assets Investment Management
Foundations Investment Advisors

View all funds holding iShares S&P Growth Allocation Fund