1834 Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

1834 Investment Advisors’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-175	Closed	-$8K	–	460
2020 Q3	$8K	Hold	175	–	–	﹤0.01%	352
2020 Q2	$8K	Hold	175	–	–	﹤0.01%	340
2020 Q1	$7K	Hold	175	–	–	﹤0.01%	348
2019 Q4	$8K	Hold	175	–	–	﹤0.01%	396
2019 Q3	$8K	Sell	175 -332	-65%	-$15.2K	﹤0.01%	394
2019 Q2	$23K	Hold	507	–	–	﹤0.01%	331
2019 Q1	$23K	Hold	507	–	–	﹤0.01%	320
2018 Q4	$21K	Hold	507	–	–	﹤0.01%	318
2018 Q3	$23K	Hold	507	–	–	﹤0.01%	323
2018 Q2	$23K	Hold	507	–	–	﹤0.01%	327
2018 Q1	$23K	Buy	507 +332	+190%	+$15K	﹤0.01%	336
2017 Q4	$8K	Buy	+175	New	+$7.95K	﹤0.01%	417

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

1834 Investment Advisors's AOR Position: Q4 2020 in Review

1834 Investment Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2020, closing a stake of 175 shares — an estimated $8K sold.

1834 Investment Advisors first reported a position in AOR in Q4 2017 and held it in 12 quarters. The position peaked at $23K in Q2 2019. 232 funds tracked by Wall St. Rank hold AOR as of Q4 2020.

1834 Investment Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2020 after selling out during the quarter.
1834 Investment Advisors sold 175 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2020, an estimated $8K.
1834 Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2017 and held it in 12 quarters.
1834 Investment Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $23K in Q2 2019.
232 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2020.

Based on 1834 Investment Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.