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iShares S&P Growth Allocation Fund shares owned by PDS Planning

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

Historical chart of PDS Planning 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 PDS Planning 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 PDS Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $893k 15k 59.24
2024-03-31 $923k 17k 55.67
2023-12-31 $899k 17k 53.19
2023-09-30 $990k 20k 49.41
2023-06-30 $1.0M 20k 51.45
2023-03-31 $1.1M 22k 50.03
2022-12-31 $1.3M 27k 47.16

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Abbvie (ABBV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for PDS Planning

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