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iShares S&P Growth Allocation Fund shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors 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 Mariner Wealth Advisors 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $747k 13k 55.67
2023-12-31 $709k 13k 53.19
2023-09-30 $234k 4.7k 49.41
2023-06-30 $235k 4.6k 51.45
2023-03-31 $282k 5.6k 49.96
2022-12-31 $243k 5.2k 47.12
2022-09-30 $221k 4.9k 44.83
2016-09-30 $4.0k 108 37.04

More positions owned by Mariner Wealth Advisors

Ishares S&p 500 Index Etf (IVV)
Apple (AAPL)
Microsoft Stock (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Amazon (AMZN)
Spdr S&p 500 Etf Etf (SPY)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
JPMorgan Chase & Co. (JPM)

View all positions for Mariner Wealth Advisors

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