iShares S&P Growth Allocation Fund shares owned by Lake Point Wealth Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Lake Point Wealth Management
from 13F filings
Historical chart of Lake Point Wealth Management investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Lake Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $16k | 332 | 48.19 |
| 2022-03-31 | $18k | 331 | 54.38 |
| 2021-12-31 | $19k | 331 | 57.40 |
| 2021-09-30 | $18k | 330 | 54.55 |
| 2021-06-30 | $18k | 329 | 54.71 |
| 2020-03-31 | $13k | 326 | 39.88 |
| 2019-12-31 | $16k | 326 | 49.08 |
| 2019-06-30 | $22k | 475 | 46.32 |
| 2019-03-31 | $22k | 475 | 46.32 |
| 2018-12-31 | $32k | 764 | 41.88 |
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