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iShares S&P Growth Allocation Fund shares owned by Lake Street Financial

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

Historical chart of Lake Street Financial 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 Lake Street Financial 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 Lake Street Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 3.7k 55.67

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Amazon (AMZN)
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View all positions for Lake Street Financial

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