Park Square Financial Group »

iShares S&P Growth Allocation Fund shares owned by Park Square Financial Group

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Park Square Financial Group from 13F filings

Historical chart of Park Square Financial Group 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 Park Square Financial Group 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 Park Square Financial Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $75k 1.2k 61.57
2025-03-31 $82k 1.4k 57.57
2024-12-31 $73k 1.3k 57.32

More positions owned by Park Square Financial Group

Ishs Ibox $ H/y Corp Etf Etf - Fixed Income (HYG)
Invesco S&p 500 Equal Weight Etf - Equity (RSP)
Ft Enh Short Mty Etf Etf - Fixed Income (FTSM)
Spdr S&p 500 Etf Etf - Equity (SPY)
First Trust Morningstar Div Ldrs Etf Etf - Equity (FDL)
Ft Rising Div Achiev Etf Etf - Equity (RDVY)
First Trust Smith Uncon Bond Etf Etf - Fixed Income (UCON)
Ft Low Dur Opptys Etf Etf - Fixed Income (LMBS)
First Trust Lmt Dr Inv Grd Cr Etf Etf - Fixed Income (FSIG)
Inv Qqq Etf Etf - Equity
Spdr Blm Barclays High Yld Bond Etf - Fixed Income (JNK)
First Trust Long Dur Oppo Etf Etf - Fixed Income (LGOV)
Frkln Intl Lw Vlty Hg Div Indx Etf Etf - Equity (LVHI)
Spdr Gold Trust Gold Etf Etf - Equity (GLD)
Ft Glb Tactcl Cmdty Etf Etf - Equity (FTGC)

View all positions for Park Square Financial Group

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
Wells Fargo & Company
Jim Saulnier & Associates
Integrated Investment Consultants
Consilium Wealth Advisory
Foundations Investment Advisors
Kovitz Investment Group Partners
Assetmark
Warren Averett Asset Management
BSW Wealth Partners

View all funds holding iShares S&P Growth Allocation Fund