iShares S&P Moderate Allocation Fund ETF shares owned by Lake Point Wealth Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Lake Point Wealth Management
from 13F filings
Historical chart of Lake Point Wealth Management investment in iShares S&P Moderate Allocation Fund ETF
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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Lake Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $18k | 457 | 39.39 |
| 2022-03-31 | $31k | 717 | 43.24 |
| 2021-12-31 | $27k | 604 | 44.70 |
| 2021-09-30 | $23k | 524 | 43.89 |
| 2021-06-30 | $18k | 391 | 46.04 |
| 2020-03-31 | $7.0k | 198 | 35.35 |
| 2019-12-31 | $8.0k | 198 | 40.40 |
| 2019-06-30 | $8.0k | 195 | 41.03 |
| 2019-03-31 | $8.0k | 195 | 41.03 |
| 2018-12-31 | $22k | 618 | 35.60 |
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