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iShares S&P Growth Allocation Fund shares owned by Sensible Money

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

Historical chart of Sensible Money 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 Sensible Money 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 Sensible Money

Quarter filed Position value Share count Share price at filing
2024-03-31 $228k 4.1k 55.67
2023-12-31 $218k 4.1k 53.19
2023-09-30 $203k 4.1k 49.41
2023-06-30 $211k 4.1k 51.45
2023-03-31 $205k 4.1k 50.03

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Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Russell 3000 Etf (IWV)
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Ishares Core Msci Emkt (IEMG)

View all positions for Sensible Money

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Bank of America Corporation
Mesirow Financial Investment Management International Equity
Aspiriant
Wells Fargo & Company
Lebenthal Global Advisors
Morgan Stanley
Strategic Wealth Partners
LPL Financial
Kovitz Investment Group Partners
Assetmark
Consilium Wealth Advisory
Warren Averett Asset Management
Royal Bank of Canada
Foundations Investment Advisors

View all funds holding iShares S&P Growth Allocation Fund