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iShares S&P Growth Allocation Fund shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth Partners 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 Stratos Wealth Partners 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 23k 59.24
2024-06-30 $1.3M 22k 56.32
2024-03-31 $1.2M 22k 55.67
2023-12-31 $1.2M 22k 53.19
2023-09-30 $1.1M 22k 49.41
2023-06-30 $1.2M 22k 51.45
2023-03-31 $1.1M 22k 50.03
2022-12-31 $3.5M 75k 47.16
2022-09-30 $1.2M 28k 44.77
2022-06-30 $1.1M 23k 47.99
2022-03-31 $1.2M 23k 53.94
2021-12-31 $2.4M 42k 57.07
2021-09-30 $1.3M 23k 55.49
2021-06-30 $1.5M 27k 55.99
2021-03-31 $1.5M 27k 53.56
2020-12-31 $1.5M 29k 52.18
2020-09-30 $1.5M 31k 48.43
2020-06-30 $4.2M 90k 46.39
2020-03-31 $625k 15k 41.36
2019-12-31 $2.7M 56k 47.84
2019-09-30 $772k 17k 46.08
2019-06-30 $389k 8.5k 45.96
2019-03-31 $378k 8.5k 44.67
2018-12-31 $2.5M 60k 41.31
2018-09-30 $392k 8.7k 45.18
2018-06-30 $385k 8.7k 44.37
2018-03-31 $387k 8.7k 44.60
2017-12-31 $390k 8.7k 44.95
2017-09-30 $389k 8.7k 44.83
2017-06-30 $378k 8.7k 43.56
2017-03-31 $335k 7.9k 42.36
2016-12-31 $297k 7.3k 40.52
2015-12-31 $6.9M 177k 38.88
2014-12-31 $544k 14k 40.12

More positions owned by Stratos Wealth Partners

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Stratos Wealth Partners

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
BlackRock
Jpmorgan Chase & Co
Mesirow Financial Investment Management International Equity
Bank of America Corporation
Aspiriant
Wells Fargo & Company
Morgan Stanley
LPL Financial
Lebenthal Global Advisors
Kovitz Investment Group Partners
Assetmark
Consilium Wealth Advisory
International Assets Investment Management
Foundations Investment Advisors

View all funds holding iShares S&P Growth Allocation Fund