Wellington-altus Usa »

iShares S&P Growth Allocation Fund shares owned by Wellington-altus Usa

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

Historical chart of Wellington-altus Usa 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 Wellington-altus Usa 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 Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $86k 1.3k 64.35
2026-03-31 $93k 1.3k 69.50
2025-12-31 $603k 9.3k 65.01

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

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