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

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

Historical chart of Wealth Forward investment in iShares S&P Growth Allocation Fund

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 20255.4M5.6M5.8M6M6.2M102k104k106k
Value ($)Share countHistorical AOR position of Wealth Forward Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Growth Allocation Fund held by Wealth Forward 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 Wealth Forward

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.1M 106k 57.32
2024-09-30 $6.1M 104k 59.24
2024-06-30 $5.7M 101k 56.32
2024-03-31 $5.8M 104k 55.67
2023-12-31 $5.4M 102k 53.19

More positions owned by Wealth Forward

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Grwt Allocat Etf (AOR)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Ishares Tr Aggres Alloc Etf (AOA)
Us Bancorp Del Com New (USB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Wealth Forward

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