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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
2024-03-31 $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)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr National Mun Etf (MUB)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Global X Fds Nasdaq 100 Cover (QYLD)
J P Morgan Exchange Traded Equity Premium (JEPI)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Aggres Alloc Etf (AOA)
Neos Etf Trust Neos S&p 500 Hi (SPYI)

View all positions for Unique Wealth

Top funds holding iShares S&P Growth Allocation Fund

Wells Fargo & Company
Bank of America Corporation
Global Assets Advisory
Mesirow Financial Investment Management International Equity
Aspiriant
WestEnd Advisors
Assetmark
Strategic Wealth Partners
Consilium Wealth Advisory
Stifel Financial
Royal Bank of Canada
Branch Banking & Trust Company
Warren Averett Asset Management
Lebenthal Global Advisors
Cambridge Investment Research Advisors

View all funds holding iShares S&P Growth Allocation Fund