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iShares S&P Growth Allocation Fund shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $614k 11k 55.67
2023-12-31 $524k 9.8k 53.19
2023-09-30 $512k 10k 49.41
2023-06-30 $372k 7.2k 51.45

More positions owned by HPM Partners

Vanguard Index Fds Stock (VOO)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Procter And Gamble Stock (PG)
Spdr S&p 500 Etf Tr Equities (SPY)
Ishares Tr Ex Trd Eq Fd (IVV)
Nvidia Corporation Stock (NVDA)
Vanguard Tax-managed Fds Equities (VEA)
Ishares Tr Etf (IEFA)
Amazon Stock (AMZN)
Credit Accep Corp Mich Stock (CACC)
Eli Lilly & Co Equities (LLY)
Alphabet Equities (GOOGL)
Ishares Tr Stock (QUAL)
Alphabet Equities (GOOG)

View all positions for HPM Partners

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