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iShares S&P Growth Allocation Fund shares owned by Private Client Services

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

Historical chart of Private Client 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 Private Client Services 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 Private Client Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $242k 3.8k 64.35

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ibonds 2026 Term (IBHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Index Fds Mid Cap Etf (VO)
Ssga Active Etf Tr State Street Mul (RLY)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Private Client Services

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Wells Fargo & Company
LPL Financial
Worth Asset Management
Raymond James Financial
Mesirow Financial Investment Management International Equity
Aspiriant
Barclays
Jim Saulnier & Associates
Stifel Financial
Colony
Foundations Investment Advisors
Consilium Wealth Advisory
Assetmark
BSW Wealth Partners

View all funds holding iShares S&P Growth Allocation Fund