Arkadios Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-190	Closed	-$10K	–	635
2021 Q3	$10K	Sell	190 -600	-76%	-$33.8K	﹤0.01%	1428
2021 Q2	$44K	Buy	790 +190	+32%	+$10.5K	0.01%	966
2021 Q1	$32K	Hold	600	–	–	0.01%	814
2020 Q4	$31K	Buy	600 +500	+500%	+$25.2K	0.01%	645
2020 Q3	$4.93K	Buy	+100	New	+$4.82K	﹤0.01%	849

Other funds holding AOR

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Arkadios Wealth Advisors's AOR Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2021, closing a stake of 190 shares — an estimated $10K sold.

Arkadios Wealth Advisors first reported a position in AOR in Q3 2020 and held it in 5 quarters. The position peaked at $44K in Q2 2021. 297 funds tracked by Wall St. Rank hold AOR as of Q4 2021.

Arkadios Wealth Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 190 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2021, an estimated $10K.
Arkadios Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2020 and held it in 5 quarters.
Arkadios Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $44K in Q2 2021.
297 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.