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iShares S&P Growth Allocation Fund shares owned by Successful Portfolios

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

Historical chart of Successful Portfolios 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 Successful Portfolios 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 Successful Portfolios

Quarter filed Position value Share count Share price at filing
2025-09-30 $365k 5.7k 64.38
2025-06-30 $349k 5.7k 61.57
2025-03-31 $326k 5.7k 57.57

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NVIDIA Corporation (NVDA)
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View all positions for Successful Portfolios

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