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iShares S&P Growth Allocation Fund shares owned by Old North State Wealth Management

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

Historical chart of Old North State 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 Old North State 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 Old North State Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $325k 4.7k 69.52

More positions owned by Old North State Wealth Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Corning Incorporated (GLW)
Boeing Company (BA)
NVIDIA Corporation (NVDA)
M/I Homes (MHO)
Amazon (AMZN)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Stanley Black & Decker (SWK)
Lyondellbasell Industries Nv Shs - A - (LYB)
Energy Transfer Com Ut Ltd Ptn (ET)
Becton, Dickinson and (BDX)
Biogen Idec (BIIB)
Veeva Sys Cl A Com (VEEV)
Enbridge (ENB)

View all positions for Old North State Wealth Management

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