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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
2025-09-30 $211k 3.4k 61.57
2025-06-30 $211k 3.4k 61.57
2025-03-31 $296k 5.1k 57.57
2024-12-31 $451k 7.9k 57.32
2024-09-30 $467k 7.9k 59.24
2024-06-30 $366k 6.5k 56.32

More positions owned by Mason & Associates

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Mid Cap Etf (VO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
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)

View all positions for Mason & 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
Wells Fargo & Company
Integrated Investment Consultants
Consilium Wealth Advisory
Foundations Investment Advisors
Kovitz Investment Group Partners
Jim Saulnier & Associates
Assetmark
UBS Group
Warren Averett Asset Management

View all funds holding iShares S&P Growth Allocation Fund