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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

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
2024-09-30 $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)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 100 Etf (OEF)
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)
Ishares Tr Aggres Alloc Etf (AOA)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Us Bancorp Del Com New (USB)
Alerus Finl (ALRS)

View all positions for Wealth Forward

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