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iShares S&P Growth Allocation Fund shares owned by Weitzel Financial Services

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

Historical chart of Weitzel Financial Services 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 Weitzel Financial Services 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 Weitzel Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $318k 6.0k 52.88
2023-09-30 $241k 5.0k 48.51
2023-06-30 $226k 4.4k 51.45
2023-03-31 $203k 4.1k 50.16

More positions owned by Weitzel Financial Services

Spdr Portfolio S P 1500 Cmpst St Etf Prtflo S&p500 Vl (SPTM)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Vanguard Total Internatlbnd Etf Iv Total Int Bd Etf (BNDX)
Frst Trt Low Dtn Opnts Etf Iv Fst Low Oppt Eft (LMBS)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Spdr Aggregate Bond Etf Portfolio Agrgte (SPAB)
Ishrs Core Mod Allo Modert Alloc Etf (AOM)
Ishares National Muni Bond Etf National Mun Etf (MUB)
Ft Rising Dividend Achievers Etf Iv Rising Divd Achiv (RDVY)
Ishares Floating Rate Bond Etf Fltg Rate Nt Etf (FLOT)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Vanguard Consumer Staples Etf Consum Stp Etf (VDC)
Deere & Company (DE)
First Trust Enhanced Short Mtrty Etf First Tr Enh New (FTSM)
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)

View all positions for Weitzel Financial Services

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