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iShares S&P Growth Allocation Fund shares owned by Clear Point Advisors

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

Historical chart of Clear Point Advisors 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 Clear Point Advisors 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $284k 5.0k 56.33
2024-03-31 $275k 4.9k 55.67
2023-12-31 $262k 4.9k 53.26

More positions owned by Clear Point Advisors

Schwab Us Large Cap Growth Etf Uie (SCHG)
Doubleline Shiller Cape Us Equts Etf Uie (CAPE)
Invsc Qqq Trust Srs 1 Etf Iv Uie (QQQ)
Schwab Us Broad Market Etf Uie (SCHB)
Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT)
Spdr S&p 500 Etf Uie (SPY)
Innovator Us Equity Power Buffer Etf Uie (PJUN)
Spdr S&p Midcap 400 Etf Uie (MDY)
Apple (AAPL)
First Trust Enhanced Short Mtrty Etf Uie (FTSM)
Wisdomtree Floating Ratetreasry Etf Uie (USFR)
Ft Vest Us Equity Bufferetf Uie (FMAY)
Graniteshares Gold Etf Uie (BAR)
Schwab Us Large Cap Etf Uie (SCHX)
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)

View all positions for Clear Point Advisors

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Bank of America Corporation
Mesirow Financial Investment Management International Equity
Aspiriant
Wells Fargo & Company
Lebenthal Global Advisors
Morgan Stanley
Strategic Wealth Partners
LPL Financial
Kovitz Investment Group Partners
Assetmark
Consilium Wealth Advisory
Warren Averett Asset Management
Royal Bank of Canada
Foundations Investment Advisors

View all funds holding iShares S&P Growth Allocation Fund