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iShares S&P Growth Allocation Fund shares owned by Vertrix Wealth Management

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

Historical chart of Vertrix Wealth Management 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 Vertrix Wealth Management 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 Vertrix Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $569k 8.8k 64.35

More positions owned by Vertrix Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYG)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Lowe's Companies (LOW)
Amgen (AMGN)
Broadcom (AVGO)
Linde SHS (LIN)

View all positions for Vertrix Wealth Management

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Wells Fargo & Company
LPL Financial
Worth Asset Management
Raymond James Financial
Mesirow Financial Investment Management International Equity
Aspiriant
Consilium Wealth Advisory
Barclays
Jim Saulnier & Associates
Stifel Financial
Colony
Foundations Investment Advisors
Assetmark
BSW Wealth Partners

View all funds holding iShares S&P Growth Allocation Fund