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Aspire Private Capital’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Aspire Private Capital’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
-557
Closed -$33K – 190
2024
Q3 		$33K Sell
557
-40
-7% -$2.29K 0.01% 266
2024
Q2 		$33.6K Sell
597
-47
-7% -$2.6K 0.01% 267
2024
Q1 		$35.9K Sell
644
-150
-19% -$8.09K 0.01% 261
2023
Q4 		$42.3K Buy
794
+7
+0.9% +$353 0.01% 239
2023
Q3 		$38.9K Buy
787
+3
+0.4% +$153 0.01% 234
2023
Q2 		$40.3K Buy
784
+2
+0.3% +$101 0.01% 225
2023
Q1 		$39.1K Hold
782
– – 0.01% 230
2022
Q4 		$36.9K Buy
782
+4
+0.5% +$188 0.01% 223
2022
Q3 		$35K Buy
778
+81
+12% +$3.92K 0.01% 230
2022
Q2 		$33K Buy
697
+1
+0.1% +$50 0.01% 236
2022
Q1 		$38K Buy
696
+7
+1% +$381 0.01% 231
2021
Q4 		$39K Buy
689
+2
+0.3% +$113 0.01% 237
2021
Q3 		$38K Buy
687
+35
+5% +$1.97K 0.01% 229
2021
Q2 		$37K Buy
652
+37
+6% +$2.04K 0.01% 232
2021
Q1 		$33K Buy
615
+112
+22% +$5.96K 0.01% 241
2020
Q4 		$26K Buy
503
+181
+56% +$9.11K 0.01% 229
2020
Q3 		$16K Buy
+322
New +$15.5K 0.01% 255

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 $6.18B AUM 18.43% 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

Aspire Private Capital's AOR Position: Q4 2024 in Review

Aspire Private Capital sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2024, closing a stake of 557 shares — an estimated $33K sold.

Aspire Private Capital first reported a position in AOR in Q3 2020 and held it in 17 quarters. The position peaked at $42.3K in Q4 2023. 357 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

  • Aspire Private Capital reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 557 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2024, an estimated $33K.
  • Aspire Private Capital first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2020 and held it in 17 quarters.
  • Aspire Private Capital's iShares Core 60/40 Balanced Allocation ETF position peaked at $42.3K in Q4 2023.
  • 357 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.