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iShares S&P Growth Allocation Fund shares owned by XML Financial

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

Historical chart of XML Financial investment in iShares S&P Growth Allocation Fund

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All positions including iShares S&P Growth Allocation Fund held by XML Financial 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 XML Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $399k 6.2k 64.38
2025-06-30 $383k 6.2k 61.57

More positions owned by XML Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p500 Etf (IVV)
PIMCO Corporate Opportunity Fund (PTY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Spdr Series Trust Bbg Conv Sec Etf (CWB)

View all positions for XML Financial

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Worth Asset Management
Jpmorgan Chase & Co
LPL Financial
Mesirow Financial Investment Management International Equity
Aspiriant
Morgan Stanley
Wells Fargo & Company
Integrated Investment Consultants
Consilium Wealth Advisory
Foundations Investment Advisors
Kovitz Investment Group Partners
Jim Saulnier & Associates
Assetmark
UBS Group

View all funds holding iShares S&P Growth Allocation Fund