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iShares S&P Growth Allocation Fund shares owned by Fidato Wealth

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

Historical chart of Fidato Wealth 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 Fidato Wealth 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 Fidato Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $705k 13k 55.67
2023-12-31 $621k 12k 53.19
2022-12-31 $207k 4.4k 47.17

More positions owned by Fidato Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Sherwin-Williams Company (SHW)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Grwt Allocat Etf (AOR)
Ishares Tr Aggres Alloc Etf (AOA)
Masco Corporation (MAS)

View all positions for Fidato Wealth

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