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iShares S&P Growth Allocation Fund shares owned by Unique Wealth

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

Historical chart of Unique Wealth 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 Unique Wealth 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 Unique Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.3M 89k 59.24
2024-06-30 $5.1M 90k 56.32
2024-03-31 $4.8M 86k 55.67
2023-12-31 $4.5M 85k 53.19
2023-09-30 $4.1M 83k 49.41
2023-06-30 $4.5M 87k 51.45
2023-03-31 $4.2M 84k 50.03
2022-12-31 $4.0M 85k 47.16

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr National Mun Etf (MUB)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Rus Mid Cap Etf (IWR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Msci Acwi Etf (ACWI)
Innovator Etfs Tr Us Eqt Aclrtd Et (XDJL)
Innovator Etfs Tr Us Eqty Acc Etf (XDJA)

View all positions for Unique Wealth

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