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

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

Historical chart of Northwest 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 Northwest 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 Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 56k 55.67
2023-12-31 $3.0M 56k 53.19
2023-09-30 $2.8M 56k 49.41
2023-06-30 $2.9M 56k 51.45
2023-03-31 $2.9M 58k 50.03
2022-12-31 $2.8M 60k 47.16
2022-09-30 $2.6M 59k 44.78
2022-06-30 $2.9M 60k 48.00
2022-03-31 $3.4M 62k 53.96
2021-12-31 $3.7M 64k 57.08
2021-09-30 $3.5M 63k 55.47
2021-06-30 $3.5M 63k 56.00
2021-03-31 $3.4M 63k 53.56
2020-12-31 $3.3M 62k 52.20
2020-09-30 $2.9M 60k 48.45
2020-06-30 $2.7M 59k 46.39
2020-03-31 $2.4M 57k 41.38
2019-12-31 $2.7M 57k 47.84
2019-09-30 $2.2M 47k 46.07
2019-06-30 $1.9M 42k 46.02
2019-03-31 $1.9M 44k 44.70
2018-12-31 $1.6M 38k 41.31
2018-09-30 $1.5M 32k 45.13
2018-06-30 $1.4M 32k 44.37
2018-03-31 $1.4M 31k 44.58
2017-12-31 $1.2M 28k 44.92
2017-09-30 $1.2M 26k 44.84
2017-06-30 $1.1M 26k 43.62
2017-03-31 $963k 23k 42.40
2016-12-31 $799k 20k 40.57

More positions owned by Northwest Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Northwest 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