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iShares S&P Growth Allocation Fund shares owned by McHugh Group

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

Historical chart of McHugh 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 McHugh Group 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 McHugh Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 15k 69.50

More positions owned by McHugh Group

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Microsoft Corporation (MSFT)
Visa Com Cl A (V)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Mastercard Incorporated Cl A (MA)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Spdr Series Trust St Str P500etf (SPYM)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for McHugh Group

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
LPL Financial
Worth Asset Management
Bank of America Corporation
Morgan Stanley
Mesirow Financial Investment Management International Equity
Wells Fargo & Company
Aspiriant
Consilium Wealth Advisory
Jim Saulnier & Associates
Foundations Investment Advisors
Colony
Lebenthal Global Advisors
Assetmark
Royal Bank of Canada

View all funds holding iShares S&P Growth Allocation Fund