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iShares S&P Growth Allocation Fund shares owned by Saxony Capital Management

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

Historical chart of Saxony Capital Management 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 Saxony Capital Management 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 Saxony Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $388k 6.0k 65.01

More positions owned by Saxony Capital Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Saxony Capital Management

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
Wells Fargo & Company
Jim Saulnier & Associates
Integrated Investment Consultants
Consilium Wealth Advisory
Foundations Investment Advisors
Kovitz Investment Group Partners
Assetmark
Warren Averett Asset Management
BSW Wealth Partners

View all funds holding iShares S&P Growth Allocation Fund