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iShares S&P Growth Allocation Fund shares owned by Wealthedge Investment Advisors

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

Historical chart of Wealthedge Investment Advisors investment in iShares S&P Growth Allocation Fund

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001354.756k354.7565k354.757k354.7575k354.758k61886,188.561896,189.56190
Value ($)Share countHistorical AOR position of Wealthedge Investment Advisors Source: stockzoa.comValue ($)Share count

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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $355k 6.2k 57.32

More positions owned by Wealthedge Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Amazon (AMZN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)

View all positions for Wealthedge Investment Advisors

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
Consilium Wealth Advisory
Assetmark

View all funds holding iShares S&P Growth Allocation Fund