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

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

Historical chart of Stonebridge 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 Stonebridge 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 Stonebridge Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $742k 12k 64.38
2025-06-30 $738k 12k 61.57
2025-03-31 $1.0M 18k 57.57
2024-12-31 $773k 14k 57.32

More positions owned by Stonebridge Financial Group

Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Ishares Tr Core Div Grwth (DGRO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Gold Tr Gold Shs (GLD)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Apple (AAPL)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Wisdomtree Tr Us Midcap Divid (DON)

View all positions for Stonebridge Financial Group

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