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iShares S&P Growth Allocation Fund shares owned by Cardinal Point Wealth Management

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

Historical chart of Cardinal Point Wealth Management 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 Cardinal Point Wealth Management 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 Cardinal Point Wealth Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $525k 9.5k 55.51
2021-06-30 $530k 9.5k 56.04
2021-03-31 $387k 7.2k 53.51
2020-12-31 $378k 7.2k 52.27

More positions owned by Cardinal Point Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Gold Tr Ishares New (IAU)
Ark Etf Tr Innovation Etf (ARKK)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Exchange Traded Concepts Tr Robo Gbl Hltcr (HTEC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Tesla Motors (TSLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Firstservice Corp (FSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Cardinal Point Wealth Management

Top funds holding iShares S&P Growth Allocation Fund

Wells Fargo & Company
Bank of America Corporation
Global Assets Advisory
Mesirow Financial Investment Management International Equity
Aspiriant
WestEnd Advisors
Assetmark
Strategic Wealth Partners
Consilium Wealth Advisory
Stifel Financial
Royal Bank of Canada
Branch Banking & Trust Company
Warren Averett Asset Management
Lebenthal Global Advisors
Cambridge Investment Research Advisors

View all funds holding iShares S&P Growth Allocation Fund