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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
2024-09-30 $217k 3.7k 59.24
2024-06-30 $206k 3.7k 56.32
2024-03-31 $204k 3.7k 55.67

More positions owned by Lake Street Financial

Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
First Tr Exchange Traded First Tr Enh New (FTSM)
Amazon (AMZN)
Wisdontree Tr India Erngs Fd (EPI)
Graniteshares Gold Tr Shs Ben Int (BAR)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Msci Emrg Chn (EMXC)
JPMorgan Chase & Co. (JPM)

View all positions for Lake Street Financial

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
BlackRock
Jpmorgan Chase & Co
Mesirow Financial Investment Management International Equity
Bank of America Corporation
Aspiriant
Wells Fargo & Company
Morgan Stanley
LPL Financial
Lebenthal Global Advisors
Kovitz Investment Group Partners
Assetmark
Consilium Wealth Advisory
International Assets Investment Management
Foundations Investment Advisors

View all funds holding iShares S&P Growth Allocation Fund