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iShares S&P Growth Allocation Fund shares owned by Transcendent Capital Group

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

Historical chart of Transcendent Capital 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 Transcendent Capital 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 Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $43k 726 59.25
2024-06-30 $41k 726 56.33
2024-03-31 $40k 723 55.68
2023-12-31 $39k 723 53.20

More positions owned by Transcendent Capital Group

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Blackrock Ultra Blackrock Ultra (ICSH)
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Vanguard Large-cap Etf Large Cap Etf (VV)
Capital Group Core Equity Etf Shs Creation Unit Shs Creation Uni (CGUS)
Jpmorgan Ultra-short Income Etf Ultra Shrt Inc (JPST)
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Ishares Tr S&p Mc 400gr Etf S&p Mc 400gr Etf (IJK)

View all positions for Transcendent Capital Group

Top funds holding iShares S&P Growth Allocation Fund

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

View all funds holding iShares S&P Growth Allocation Fund