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iShares S&P Growth Allocation Fund shares owned by MPS Loria Financial Planners

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by MPS Loria Financial Planners from 13F filings

Historical chart of MPS Loria Financial Planners 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 MPS Loria Financial Planners 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 MPS Loria Financial Planners

Quarter filed Position value Share count Share price at filing
2024-12-31 $459k 8.0k 57.32
2024-09-30 $324k 5.5k 59.24
2024-06-30 $238k 4.2k 56.32

More positions owned by MPS Loria Financial Planners

Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Russell 3000 Etf (IWV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Progressive Corporation (PGR)
UnitedHealth (UNH)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr Msci Eafe Etf (EFA)
Abbott Laboratories (ABT)

View all positions for MPS Loria Financial Planners

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Jpmorgan Chase & Co
Mesirow Financial Investment Management International Equity
Bank of America Corporation
Aspiriant
Wells Fargo & Company
LPL Financial
Lebenthal Global Advisors
Kovitz Investment Group Partners
Assetmark
Consilium Wealth Advisory
Janney Montgomery Scott
Warren Averett Asset Management
Foundations Investment Advisors
Jim Saulnier & Associates

View all funds holding iShares S&P Growth Allocation Fund