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iShares S&P Growth Allocation Fund shares owned by Polaris Wealth Advisers

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

Historical chart of Polaris Wealth Advisers 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 Polaris Wealth Advisers 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 Polaris Wealth Advisers

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.0M 40k 49.41
2023-06-30 $2.0M 40k 51.45
2023-03-31 $2.0M 40k 50.03
2022-12-31 $1.9M 39k 49.12
2022-09-30 $1.7M 37k 44.72
2022-06-30 $1.8M 37k 48.00
2022-03-31 $2.0M 37k 53.22
2021-12-31 $2.1M 37k 57.08
2021-09-30 $2.1M 38k 55.63
2021-06-30 $2.1M 38k 56.08
2021-03-31 $2.1M 39k 54.60
2020-12-31 $2.1M 40k 53.05
2020-09-30 $2.0M 41k 48.66
2020-06-30 $2.5M 54k 46.46
2020-03-31 $2.2M 53k 41.38
2019-12-31 $2.5M 53k 48.46
2019-09-30 $2.4M 52k 45.14
2019-06-30 $2.4M 52k 46.21
2019-03-31 $2.3M 51k 45.01
2018-12-31 $2.0M 49k 41.31
2018-09-30 $1.3M 30k 45.14
2018-06-30 $1.5M 34k 44.57
2018-03-31 $1.5M 34k 44.57
2017-12-31 $1.5M 34k 44.93
2017-09-30 $1.5M 33k 44.82
2017-06-30 $1.0M 23k 43.63
2017-03-31 $993k 23k 42.41
2016-12-31 $1.0M 25k 40.60
2016-09-30 $1.0M 24k 41.14
2016-06-30 $729k 18k 40.03
2016-03-31 $440k 11k 39.48
2015-12-31 $243k 6.3k 38.85
2014-03-31 $17k 446 38.12
2013-12-31 $17k 446 38.12
2013-09-30 $17k 454 36.87
2013-06-30 $16k 454 35.46

More positions owned by Polaris Wealth Advisers

Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)
Anthem (ELV)
Wal-Mart Stores (WMT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Polaris Wealth Advisers

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Jpmorgan Chase & Co
Mesirow Financial Investment Management International Equity
Bank of America Corporation
Aspiriant
Wells Fargo & Company
LPL Financial
Lebenthal Global Advisors
Kovitz Investment Group Partners
Assetmark
Consilium Wealth Advisory
Janney Montgomery Scott
Centerline Wealth Advisors
Warren Averett Asset Management
WestEnd Advisors

View all funds holding iShares S&P Growth Allocation Fund