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iShares S&P Growth Allocation Fund shares owned by Northwest Wealth Management

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

Historical chart of Northwest Wealth Management 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 Northwest Wealth Management 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 Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 35k 64.38
2025-06-30 $2.3M 37k 61.57
2025-03-31 $2.3M 41k 57.57
2024-12-31 $2.5M 43k 57.32
2024-09-30 $2.4M 41k 59.24
2024-06-30 $2.7M 48k 56.32
2024-03-31 $3.1M 56k 55.67
2023-12-31 $3.0M 56k 53.19
2023-09-30 $2.8M 56k 49.41
2023-06-30 $2.9M 56k 51.45
2023-03-31 $2.9M 58k 50.03
2022-12-31 $2.8M 60k 47.16
2022-09-30 $2.6M 59k 44.78
2022-06-30 $2.9M 60k 48.00
2022-03-31 $3.4M 62k 53.96
2021-12-31 $3.7M 64k 57.08
2021-09-30 $3.5M 63k 55.47
2021-06-30 $3.5M 63k 56.00
2021-03-31 $3.4M 63k 53.56
2020-12-31 $3.3M 62k 52.20
2020-09-30 $2.9M 60k 48.45
2020-06-30 $2.7M 59k 46.39
2020-03-31 $2.4M 57k 41.38
2019-12-31 $2.7M 57k 47.84
2019-09-30 $2.2M 47k 46.07
2019-06-30 $1.9M 42k 46.02
2019-03-31 $1.9M 44k 44.70
2018-12-31 $1.6M 38k 41.31
2018-09-30 $1.5M 32k 45.13
2018-06-30 $1.4M 32k 44.37
2018-03-31 $1.4M 31k 44.58
2017-12-31 $1.2M 28k 44.92
2017-09-30 $1.2M 26k 44.84
2017-06-30 $1.1M 26k 43.62
2017-03-31 $963k 23k 42.40
2016-12-31 $799k 20k 40.57

More positions owned by Northwest Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Short Duration F (DFSD)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)

View all positions for Northwest Wealth Management

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