AFG
AOR icon

AFS Financial Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

AFS Financial Group’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
2024
Q3 		$228K Hold
3,851
– – 19.79% 4
2024
Q2 		$217K Hold
3,851
– – 2.9% 15
2024
Q1 		$214K Sell
3,851
-298
-7% -$16.1K 0.9% 17
2023
Q4 		$221K Sell
4,149
-1,992
-32% -$101K 0.21% 52
2023
Q3 		$303K Buy
6,141
+2,247
+58% +$114K 0.21% 74
2023
Q2 		$200K Buy
+3,894
New +$196K 0.13% 91

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

AFS Financial Group's AOR Position: Q3 2024 in Review

AFS Financial Group held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q3 2024 at 3,851 shares worth $228K. The position accounts for 19.79% of the portfolio, ranked #4.

AFS Financial Group first reported a position in AOR in Q2 2023 and has held it in 6 quarters since. The position peaked at $303K in Q3 2023. 341 funds tracked by Wall St. Rank hold AOR as of Q3 2024.

  • AFS Financial Group held 3,851 shares of iShares Core 60/40 Balanced Allocation ETF worth $228K as of Q3 2024.
  • AFS Financial Group left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q3 2024.
  • iShares Core 60/40 Balanced Allocation ETF made up 19.79% of AFS Financial Group's portfolio in Q3 2024, its #4 holding.
  • AFS Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2023 and has held it in 6 quarters since.
  • AFS Financial Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $303K in Q3 2023.
  • 341 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2024.

Based on AFS Financial Group's 13F filing for Q3 2024, filed 10 Oct 2024.