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iShares S&P Growth Allocation Fund shares owned by Vested Financial Planning

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

Historical chart of Vested Financial Planning 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 Vested Financial Planning 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 Vested Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $407k 5.9k 69.50

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View all positions for Vested Financial Planning

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
LPL Financial
Worth Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
Mesirow Financial Investment Management International Equity
Wells Fargo & Company
Aspiriant
Consilium Wealth Advisory
Jim Saulnier & Associates
Foundations Investment Advisors
Colony
Lebenthal Global Advisors
Madrid Financial Services

View all funds holding iShares S&P Growth Allocation Fund