iShares S&P Growth Allocation Fund shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in iShares S&P Growth Allocation Fund
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Quarterly reported holdings in iShares S&P Growth Allocation Fund by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $630k | 11k | 57.32 |
| 2024-09-30 | $651k | 11k | 59.24 |
| 2024-06-30 | $620k | 11k | 56.32 |
| 2024-03-31 | $583k | 11k | 55.67 |
| 2023-12-31 | $541k | 10k | 53.19 |
| 2023-09-30 | $959k | 19k | 49.41 |
| 2023-06-30 | $278k | 5.4k | 51.45 |
| 2022-12-31 | $525k | 11k | 47.16 |
| 2022-09-30 | $732k | 16k | 44.78 |
Top funds holding iShares S&P Growth Allocation Fund
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