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iShares S&P Growth Allocation Fund shares owned by Silver Oak Securities

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

Historical chart of Silver Oak Securities 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 Silver Oak Securities 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 Silver Oak Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $718k 13k 55.67
2023-09-30 $62k 1.3k 49.41
2022-09-30 $62k 1.3k 49.41
2022-03-31 $273k 5.1k 53.13

More positions owned by Silver Oak Securities

First Tr Exchange-traded Cap Strength Etf (FTCS)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
First Tr Lrge Cp Core Alpha Com Shs (FEX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Value Line Divid In SHS (FVD)
Apple (AAPL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Wisdomtree Tr Floatng Rat Trea (USFR)
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Global 100 Etf (IOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Silver Oak Securities

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