GeoWealth Management »

iShares S&P Growth Allocation Fund shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6B 64k 55671.83
2023-09-30 $5.0k 95 52.63
2022-12-31 $21k 454 46.26
2022-09-30 $11k 247 44.53
2021-12-31 $19M 326k 57.08
2021-09-30 $2.1M 38k 55.49

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GeoWealth 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