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iShares S&P Growth Allocation Fund shares owned by Matrix Trust

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

Historical chart of Matrix Trust 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 Matrix Trust 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 Matrix Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 22k 65.01

More positions owned by Matrix Trust

Ishares Tr MRNGSTR LG-CP VL (ILCV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr S&p 500 Index (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Matrix Trust

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Wells Fargo & Company
LPL Financial
Worth Asset Management
Raymond James Financial
Jpmorgan Chase & Co
Mesirow Financial Investment Management International Equity
Aspiriant
Valpey Financial Services
Barclays
Jim Saulnier & Associates
Stifel Financial
Colony
Foundations Investment Advisors
Consilium Wealth Advisory

View all funds holding iShares S&P Growth Allocation Fund