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iShares S&P Growth Allocation Fund shares owned by Oakmont Partners

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

Historical chart of Oakmont Partners 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 Oakmont Partners 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 Oakmont Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 86k 59.24
2024-06-30 $4.9M 87k 56.32
2024-03-31 $5.0M 91k 55.67
2023-12-31 $4.9M 92k 53.19
2023-09-30 $4.6M 93k 49.41

More positions owned by Oakmont Partners

Kla Corp Com New (KLAC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Broadcom (AVGO)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)

View all positions for Oakmont Partners

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
BlackRock
Jpmorgan Chase & Co
Mesirow Financial Investment Management International Equity
Bank of America Corporation
Aspiriant
Wells Fargo & Company
Morgan Stanley
LPL Financial
Lebenthal Global Advisors
Kovitz Investment Group Partners
Assetmark
Consilium Wealth Advisory
International Assets Investment Management
Foundations Investment Advisors

View all funds holding iShares S&P Growth Allocation Fund