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iShares S&P Growth Allocation Fund shares owned by Boston Standard Wealth Management

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Boston Standard Wealth Management from 13F filings

Historical chart of Boston Standard Wealth Management 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 Boston Standard Wealth Management 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 Boston Standard Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $389k 7.0k 55.73
2023-12-31 $277k 5.6k 49.32
2023-09-30 $277k 5.6k 49.32
2023-06-30 $283k 5.5k 51.44
2023-03-31 $264k 5.3k 50.09
2022-12-31 $250k 5.3k 47.22
2022-09-30 $239k 5.3k 44.72
2022-06-30 $255k 5.3k 48.24
2022-03-31 $285k 5.3k 53.97
2021-12-31 $287k 5.0k 57.07
2021-09-30 $276k 5.0k 55.48
2021-06-30 $278k 5.0k 55.90
2021-03-31 $279k 5.2k 53.52
2020-12-31 $277k 5.3k 52.13
2020-09-30 $277k 5.7k 48.52
2020-06-30 $301k 6.5k 46.33
2020-03-31 $273k 6.7k 40.49
2019-12-31 $278k 5.8k 47.86
2019-09-30 $259k 5.6k 46.04
2019-06-30 $211k 4.6k 45.79
2019-03-31 $215k 4.8k 44.93
2018-09-30 $221k 4.9k 44.79
2018-03-31 $300k 6.7k 44.96
2017-12-31 $300k 6.7k 44.96
2017-09-30 $335k 7.4k 44.96
2017-06-30 $332k 7.6k 43.66
2017-03-31 $377k 8.9k 42.42
2016-12-31 $445k 11k 40.57
2016-09-30 $461k 11k 41.17
2016-06-30 $433k 11k 40.03
2016-03-31 $350k 8.9k 39.45
2015-09-30 $278k 7.4k 37.79
2015-06-30 $232k 7.0k 33.23
2015-03-31 $272k 6.6k 41.42
2014-12-31 $244k 6.1k 39.73

More positions owned by Boston Standard Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Global Reit Etf (REET)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Boston Standard Wealth Management

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Bank of America Corporation
Global Assets Advisory
Mesirow Financial Investment Management International Equity
Aspiriant
Wells Fargo & Company
Assetmark
Strategic Wealth Partners
Morgan Stanley
LPL Financial
Consilium Wealth Advisory
Warren Averett Asset Management
Royal Bank of Canada
Lebenthal Global Advisors
Cambridge Investment Research Advisors

View all funds holding iShares S&P Growth Allocation Fund