Arden Trust’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Arden Trust’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
2023 Q1	–	Sell	-514,670	Closed	-$24.3M	–	287
2022 Q4	$24.3M	Buy	+514,670	New	+$24.2M	4.93%	2
2022 Q3	–	Sell	-65,015	Closed	-$3.12M	–	257
2022 Q2	$3.12M	Buy	+65,015	New	+$3.27M	0.72%	33

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

SWPG

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Arden Trust's AOR Position: Q1 2023 in Review

Arden Trust sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2023, closing a stake of 514,670 shares — an estimated $24.3M sold.

Arden Trust first reported a position in AOR in Q2 2022 and held it in 2 quarters. The position peaked at $24.3M in Q4 2022. 293 funds tracked by Wall St. Rank hold AOR as of Q1 2023.

Arden Trust reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2023 after selling out during the quarter.
Arden Trust sold 514,670 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2023, an estimated $24.3M.
Arden Trust first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2022 and held it in 2 quarters.
Arden Trust's iShares Core 60/40 Balanced Allocation ETF position peaked at $24.3M in Q4 2022.
293 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2023.

Based on Arden Trust's 13F filing for Q1 2023, filed 17 Apr 2023.