Brio Consultants »

iShares S&P Growth Allocation Fund shares owned by Brio Consultants

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

Historical chart of Brio Consultants 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 Brio Consultants consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Growth Allocation Fund by Brio Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $318k 5.7k 55.67

More positions owned by Brio Consultants

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Actively Managed Etf Total Return (GTO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Msci Emerg Mrkt (EEMV)
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Brio Consultants

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