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iShares S&P Growth Allocation Fund shares owned by Somnio Financial Group

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

Historical chart of Somnio Financial Group 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 Somnio Financial Group 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 Somnio Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $299k 5.1k 59.24
2024-06-30 $283k 5.0k 56.32

More positions owned by Somnio Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Bloomberg High Y (JNK)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Grwt Allocat Etf (AOR)
Home Depot (HD)

View all positions for Somnio Financial Group

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
LPL Financial
Kovitz Investment Group Partners
Assetmark
Consilium Wealth Advisory
Royal Bank of Canada
Foundations Investment Advisors
Cambridge Investment Research Advisors
BSW Wealth Partners

View all funds holding iShares S&P Growth Allocation Fund