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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
2025-09-30 $1.1M 18k 64.38
2025-06-30 $1.1M 18k 61.57
2025-03-31 $1.1M 20k 57.57
2024-12-31 $1.3M 23k 57.32
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)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Whitehall Fds High Div Yld (VYM)
Meta Platforms Cl A (META)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Stratos Wealth Partners

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