MPS Loria Financial Planners »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2025-09-30 $1.1M 17k 64.38
2025-06-30 $929k 15k 61.57
2025-03-31 $810k 14k 57.57
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)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Cre U S Reit Etf (USRT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Russell 3000 Etf (IWV)
Progressive Corporation (PGR)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
UnitedHealth (UNH)
Abbott Laboratories (ABT)

View all positions for MPS Loria Financial Planners

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
Morgan Stanley
Wells Fargo & Company
Integrated Investment Consultants
Consilium Wealth Advisory
Foundations Investment Advisors
Kovitz Investment Group Partners
Jim Saulnier & Associates
Assetmark
UBS Group

View all funds holding iShares S&P Growth Allocation Fund