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iShares S&P Growth Allocation Fund shares owned by WFA of San Diego

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

Historical chart of WFA of San Diego 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 WFA of San Diego 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 WFA of San Diego

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2k 20 59.25
2020-06-30 $314k 6.5k 48.17

More positions owned by WFA of San Diego

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Lincoln Electric Holdings (LECO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Qualcomm (QCOM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Exc S&p500 Downsid (PHDG)
Amazon (AMZN)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)

View all positions for WFA of San Diego

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Jpmorgan Chase & Co
Mesirow Financial Investment Management International Equity
Bank of America Corporation
Aspiriant
Wells Fargo & Company
LPL Financial
Lebenthal Global Advisors
Kovitz Investment Group Partners
Assetmark
Consilium Wealth Advisory
Foundations Investment Advisors
Royal Bank of Canada
Jim Saulnier & Associates
GeoWealth Management

View all funds holding iShares S&P Growth Allocation Fund