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iShares S&P Growth Allocation Fund shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial Advisors 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 Sequoia Financial Advisors 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 Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 17k 64.38

More positions owned by Sequoia Financial Advisors

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Ea Series Trust Ccm Global Equit (CCMG)
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Etf Ser Solutions Distillate Us (DSTL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
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J P Morgan Exchange Traded F Income Etf (JPIE)
Broadcom (AVGO)
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View all positions for Sequoia Financial Advisors

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
Morgan Stanley
Wells Fargo & Company
Integrated Investment Consultants
Consilium Wealth Advisory
Foundations Investment Advisors
Kovitz Investment Group Partners
Jim Saulnier & Associates
Assetmark
UBS Group

View all funds holding iShares S&P Growth Allocation Fund