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iShares S&P Growth Allocation Fund shares owned by AFS Financial Group

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

Historical chart of AFS Financial Group 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 AFS Financial Group 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 AFS Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $214k 3.9k 55.67
2023-12-31 $221k 4.1k 53.19
2023-09-30 $303k 6.1k 49.41
2023-06-30 $200k 3.9k 51.45

More positions owned by AFS Financial Group

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Core Msci Total (IXUS)
Ishares Core Msci Emkt (IEMG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Walt Disney Company (DIS)
JPMorgan Chase & Co. (JPM)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Vanguard World Mega Grwth Ind (MGK)

View all positions for AFS Financial Group

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