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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

Wells Fargo & Company
Bank of America Corporation
Global Assets Advisory
Raymond James & Associates
Aspiriant
WestEnd Advisors
Assetmark
Consilium Wealth Advisory
Stifel Financial
Royal Bank of Canada
Janney Montgomery Scott
Branch Banking & Trust Company
Warren Averett Asset Management
Lebenthal Global Advisors
Advisor Group Holdings

View all funds holding iShares S&P Growth Allocation Fund