iShares S&P Growth Allocation Fund shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset Management investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Lodestar Private Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 101k | 64.38 |
| 2025-06-30 | $5.5M | 89k | 61.57 |
| 2025-03-31 | $4.4M | 76k | 57.57 |
| 2024-12-31 | $4.1M | 71k | 57.32 |
| 2024-09-30 | $4.1M | 69k | 59.24 |
| 2024-06-30 | $3.8M | 68k | 56.32 |
| 2024-03-31 | $3.7M | 66k | 55.67 |
| 2023-12-31 | $3.4M | 63k | 53.19 |
| 2023-09-30 | $2.8M | 56k | 49.41 |
| 2023-06-30 | $2.6M | 51k | 51.45 |
| 2023-03-31 | $2.5M | 50k | 50.03 |
| 2022-12-31 | $2.1M | 45k | 47.16 |
More positions owned by Lodestar Private Asset Management
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