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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Growth Allocation Fund held by TrinityPoint Wealth 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 TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
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

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View all positions for TrinityPoint Wealth

Top funds holding iShares S&P Growth Allocation Fund

Wells Fargo & Company
Bank of America Corporation
Global Assets Advisory
Mesirow Financial Investment Management International Equity
Aspiriant
WestEnd Advisors
Assetmark
Strategic Wealth Partners
Consilium Wealth Advisory
Stifel Financial
Royal Bank of Canada
Branch Banking & Trust Company
Warren Averett Asset Management
Lebenthal Global Advisors
Cambridge Investment Research Advisors

View all funds holding iShares S&P Growth Allocation Fund