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American Capital Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

American Capital Advisory’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
Q4 		– Sell
-235
Closed -$13.9K – 475
2024
Q3 		$13.9K Sell
235
-1,447
-86% -$83K 0.01% 269
2024
Q2 		$89.5K Sell
1,682
-93
-5% -$5.14K 0.06% 122
2024
Q1 		$88.8K Buy
1,775
+93
+6% +$5.01K 0.08% 114
2023
Q4 		$89.5K Buy
+1,682
New +$84.9K 0.06% 122

Other funds holding AOR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Capital Advisory's AOR Position: Q4 2024 in Review

American Capital Advisory sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2024, closing a stake of 235 shares — an estimated $13.9K sold.

American Capital Advisory first reported a position in AOR in Q4 2023 and held it in 4 quarters. The position peaked at $89.5K in Q2 2024. 357 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

  • American Capital Advisory reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • American Capital Advisory sold 235 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2024, an estimated $13.9K.
  • American Capital Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and held it in 4 quarters.
  • American Capital Advisory's iShares Core 60/40 Balanced Allocation ETF position peaked at $89.5K in Q2 2024.
  • 357 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on American Capital Advisory's 13F filing for Q4 2024, filed 28 Jan 2025.