de Commonwealth Equity Services iShares Core 60/40 Balanced Allocation ETF AOR Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 6.14 M | Comprar |
88,383
+10,286
| +13% | +USD 700 k | 0.01% | 1265 |
|
|
2026
Q1 | USD 5.03 M | Comprar |
78,097
+1,719
| +2% | +USD 113 k | 0.01% | 1325 |
|
|
2025
Q4 | USD 4.97 M | Comprar |
76,378
+3,129
| +4% | +USD 203 k | 0.01% | 1327 |
|
|
2025
Q3 | USD 4.72 M | Vender |
73,249
-14,049
| -16% | -USD 879 k | 0.01% | 1390 |
|
|
2025
Q2 | USD 5.38 M | Comprar |
87,298
+456
| +0.5% | +USD 26.6 k | 0.01% | 1280 |
|
|
2025
Q1 | USD 5 M | Vender |
86,842
-2,092
| -2% | -USD 122 k | 0.01% | 1282 |
|
|
2024
Q4 | USD 5.1 M | Comprar |
88,934
+11,449
| +15% | +USD 670 k | 0.01% | 1226 |
|
|
2024
Q3 | USD 4.59 M | Vender |
77,485
-2,523
| -3% | -USD 145 k | 0.01% | 1275 |
|
|
2024
Q2 | USD 4.51 M | Vender |
80,008
-3,053
| -4% | -USD 169 k | 0.01% | 1253 |
|
|
2024
Q1 | USD 4.62 M | Comprar |
83,061
+2,768
| +3% | +USD 149 k | 0.01% | 1221 |
|
|
2023
Q4 | USD 4.27 M | Vender |
80,293
-3,483
| -4% | -USD 176 k | 0.01% | 1198 |
|
|
2023
Q3 | USD 4.14 M | Comprar |
83,776
+2,321
| +3% | +USD 118 k | 0.01% | 1135 |
|
|
2023
Q2 | USD 4.19 M | Comprar |
81,455
+2,196
| +3% | +USD 111 k | 0.01% | 1137 |
|
|
2023
Q1 | USD 3.96 M | Vender |
79,259
-9,284
| -10% | -USD 457 k | 0.01% | 1141 |
|
|
2022
Q4 | USD 4.18 M | Vender |
88,543
-4,302
| -5% | -USD 202 k | 0.01% | 1067 |
|
|
2022
Q3 | USD 4.16 M | Vender |
92,845
-6,890
| -7% | -USD 334 k | 0.01% | 987 |
|
|
2022
Q2 | USD 4.79 M | Vender |
99,735
-9,390
| -9% | -USD 473 k | 0.01% | 924 |
|
|
2022
Q1 | USD 5.89 M | Vender |
109,125
-42,453
| -28% | -USD 2.31 M | 0.01% | 866 |
|
|
2021
Q4 | USD 8.65 M | Comprar |
151,578
+35,827
| +31% | +USD 2.03 M | 0.02% | 659 |
|
|
2021
Q3 | USD 6.42 M | Comprar |
115,751
+4,822
| +4% | +USD 272 k | 0.02% | 736 |
|
|
2021
Q2 | USD 6.21 M | Vender |
110,929
-9,635
| -8% | -USD 532 k | 0.02% | 745 |
|
|
2021
Q1 | USD 6.46 M | Vender |
120,564
-25,499
| -17% | -USD 1.36 M | 0.02% | 667 |
|
|
2020
Q4 | USD 7.62 M | Vender |
146,063
-2,393
| -2% | -USD 120 k | 0.02% | 568 |
|
|
2020
Q3 | USD 7.19 M | Vender |
148,456
-4,450
| -3% | -USD 215 k | 0.02% | 542 |
|
|
2020
Q2 | USD 7.09 M | Vender |
152,906
-16,160
| -10% | -USD 718 k | 0.03% | 510 |
|
|
2020
Q1 | USD 7 M | Vender |
169,066
-32,567
| -16% | -USD 1.49 M | 0.03% | 453 |
|
|
2019
Q4 | USD 9.6 M | Comprar |
201,633
+4,950
| +3% | +USD 232 k | 0.04% | 420 |
|
|
2019
Q3 | USD 9.06 M | Vender |
196,683
-25,278
| -11% | -USD 1.15 M | 0.04% | 412 |
|
|
2019
Q2 | USD 10.2 M | Vender |
221,961
-5,428
| -2% | -USD 245 k | 0.05% | 364 |
|
|
2019
Q1 | USD 10.2 M | Vender |
227,389
-11,694
| -5% | -USD 508 k | 0.05% | 354 |
|
|
2018
Q4 | USD 9.9 M | Comprar |
239,083
+78,918
| +49% | +USD 3.38 M | 0.05% | 325 |
|
|
2018
Q3 | USD 7.23 M | Comprar |
160,165
+16,661
| +12% | +USD 746 k | 0.03% | 424 |
|
|
2018
Q2 | USD 6.37 M | Comprar |
143,504
+1,259
| +0.9% | +USD 56.2 k | 0.03% | 424 |
|
|
2018
Q1 | USD 6.34 M | Comprar |
142,245
+9,075
| +7% | +USD 410 k | 0.03% | 405 |
|
|
2017
Q4 | USD 5.98 M | Comprar |
133,170
+8,353
| +7% | +USD 380 k | 0.03% | 427 |
|
|
2017
Q3 | USD 5.6 M | Comprar |
124,817
+3,555
| +3% | +USD 157 k | 0.03% | 411 |
|
|
2017
Q2 | USD 5.29 M | Comprar |
121,262
+1,488
| +1% | +USD 64.2 k | 0.03% | 425 |
|
|
2017
Q1 | USD 5.08 M | Comprar |
119,774
+2,771
| +2% | +USD 115 k | 0.03% | 414 |
|
|
2016
Q4 | USD 4.75 M | Comprar |
117,003
+10,010
| +9% | +USD 405 k | 0.04% | 395 |
|
|
2016
Q3 | USD 4.4 M | Comprar |
106,993
+22,343
| +26% | +USD 910 k | 0.03% | 400 |
|
|
2016
Q2 | USD 3.39 M | Comprar |
84,650
+25,380
| +43% | +USD 1.01 M | 0.03% | 471 |
|
|
2016
Q1 | USD 2.34 M | Vender |
59,270
-11,857
| -17% | -USD 449 k | 0.02% | 570 |
|
|
2015
Q4 | USD 2.76 M | Comprar |
71,127
+29,576
| +71% | +USD 1.16 M | 0.03% | 511 |
|
|
2015
Q3 | USD 1.59 M | Comprar |
41,551
+15,215
| +58% | +USD 602 k | 0.02% | 677 |
|
|
2015
Q2 | USD 1.07 M | Comprar |
26,336
+6,727
| +34% | +USD 278 k | 0.01% | 920 |
|
|
2015
Q1 | USD 800 k | Comprar |
19,609
+1,178
| +6% | +USD 47.7 k | 0.01% | 1069 |
|
|
2014
Q4 | USD 739 k | Comprar |
18,431
+2,139
| +13% | +USD 85.1 k | 0.01% | 1053 |
|
|
2014
Q3 | USD 643 k | Vender |
16,292
-1,017
| -6% | -USD 40.7 k | 0.01% | 1091 |
|
|
2014
Q2 | USD 701 k | Vender |
17,309
-1,458
| -8% | -USD 57.6 k | 0.01% | 1056 |
|
|
2014
Q1 | USD 735 k | Comprar |
18,767
+4,180
| +29% | +USD 161 k | 0.01% | 980 |
|
|
2013
Q4 | USD 562 k | Comprar |
14,587
+621
| +4% | +USD 23.4 k | 0.01% | 1083 |
|
|
2013
Q3 | USD 515 k | Comprar |
13,966
+2,203
| +19% | +USD 80.1 k | 0.01% | 1080 |
|
|
2013
Q2 | USD 417 k | Comprar |
+11,763
| Nuevas | +USD 423 k | 0.01% | 1117 |
|
Otros fondos que tienen AOR en su cartera
WAM
CWA
Posición de Commonwealth Equity Services en AOR: resumen de T2 2026
Commonwealth Equity Services aumentó su participación en iShares Core 60/40 Balanced Allocation ETF (AOR) en 13% durante T2 2026, al comprar aproximadamente USD 700 k y elevar la posición a 88,383 acciones con un valor de USD 6.14 M. La posición representa 0.01% de la cartera y ocupa el puesto #1265.
Commonwealth Equity Services reportó por primera vez una posición en AOR en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. La posición alcanzó su máximo de USD 10.2 M en T2 2019. Al cierre de T2 2026, 453 fondos que sigue Wall St. Rank mantienen una posición en AOR.
- Al cierre de T2 2026, Commonwealth Equity Services tenía 88,383 acciones de iShares Core 60/40 Balanced Allocation ETF con un valor de USD 6.14 M.
- Commonwealth Equity Services compró 10,286 acciones de iShares Core 60/40 Balanced Allocation ETF en T2 2026, por un monto estimado de USD 700 k.
- iShares Core 60/40 Balanced Allocation ETF representó 0.01% de la cartera de Commonwealth Equity Services en T2 2026 y fue su posición número 1265.
- Commonwealth Equity Services reportó por primera vez una posición en iShares Core 60/40 Balanced Allocation ETF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- La posición de Commonwealth Equity Services en iShares Core 60/40 Balanced Allocation ETF alcanzó su máximo de USD 10.2 M en T2 2019.
- Al cierre de T2 2026, 453 fondos que sigue Wall St. Rank tenían iShares Core 60/40 Balanced Allocation ETF en cartera.
Según el Informe 13F de Commonwealth Equity Services correspondiente a T2 2026, presentado el 29 jul 2026.