Pinnacle Wealth Planning Services »

iShares S&P Growth Allocation Fund shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $311k 4.8k 64.38
2020-12-31 $15k 288 52.08

More positions owned by Pinnacle Wealth Planning Services

Vaneck Ig Floating Rate Etf Etf (FLTR)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Energy Transfer Unit (ET)
Spdr S&p 500 Value Etf Etf (SPYV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Aggregate Bond Etf Etf (SPAB)
Microsoft Corporation (MSFT)
Spdr S&p 500 Growth Etf Etf (SPYG)
Amazon (AMZN)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares Msci Eafe Value Etf Etf (EFV)
Facebook Inc cl a (META)
Spdr Dbleline Emrg Mkt Fxd Incm Etf Etf (EMTL)
Tesla Motors (TSLA)

View all positions for Pinnacle Wealth Planning Services

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