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Annapolis Financial Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Annapolis Financial Services’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
2021
Q2 		– Sell
-3
Closed – – 418
2021
Q1 		$0 Buy
+3
New +$160 ﹤0.01% 412

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Annapolis Financial Services's AOR Position: Q2 2021 in Review

Annapolis Financial Services sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2021, closing a stake of 3 shares.

Annapolis Financial Services first reported a position in AOR in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 259 funds tracked by Wall St. Rank hold AOR as of Q2 2021.

  • Annapolis Financial Services reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2021 after selling out during the quarter.
  • Annapolis Financial Services sold 3 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2021.
  • Annapolis Financial Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2021 and held it in 1 quarter.
  • Annapolis Financial Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $0 in Q1 2021.
  • 259 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2021.

Based on Annapolis Financial Services's 13F filing for Q2 2021, filed 4 Aug 2021.