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iShares S&P Growth Allocation Fund shares owned by Patten & Patten

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

Historical chart of Patten & Patten 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 Patten & Patten 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 Patten & Patten

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 3.6k 64.38
2025-06-30 $247k 4.0k 61.57

More positions owned by Patten & Patten

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Global Tech Etf (IXN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Smurfit Westrock SHS (SW)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Progressive Corporation (PGR)
Visa Com Cl A (V)
Raytheon Technologies Corp (RTX)
Wal-Mart Stores (WMT)
Costco Wholesale Corporation (COST)
TJX Companies (TJX)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Patten & Patten

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