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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
2025-12-31 $1.3k 20 65.00
2025-09-30 $1.3k 20 64.40
2025-06-30 $1.2k 20 61.55
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 Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Invesco Rafi Us 1000 Etf Etf (PRF)
Vanguard Russell 1000 Value Etf Etf (VONV)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Amazon Stock (AMZN)
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)
Vanguard Dividend Appreciation Etf Etf (VIG)
Invesco S&p 500 Low Volatility Etf Etf (SPLV)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Qualcomm Stock (QCOM)

View all positions for WFA of San Diego

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Wells Fargo & Company
LPL Financial
Worth Asset Management
Raymond James Financial
Jpmorgan Chase & Co
Mesirow Financial Investment Management International Equity
Aspiriant
Barclays
Jim Saulnier & Associates
Stifel Financial
Colony
Foundations Investment Advisors
Consilium Wealth Advisory
Assetmark

View all funds holding iShares S&P Growth Allocation Fund