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Barber Financial Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Barber Financial Group’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
2019
Q2 		– Sell
-199,815
Closed -$8.93M – 144
2019
Q1 		$8.93M Buy
+199,815
New +$8.68M 1.76% 14

Other funds holding AOR

SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

Barber Financial Group's AOR Position: Q2 2019 in Review

Barber Financial Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2019, closing a stake of 199,815 shares — an estimated $8.93M sold.

Barber Financial Group first reported a position in AOR in Q1 2019 and held it in 1 quarter. The position peaked at $8.93M in Q1 2019. 171 funds tracked by Wall St. Rank hold AOR as of Q2 2019.

  • Barber Financial Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2019 after selling out during the quarter.
  • Barber Financial Group sold 199,815 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2019, an estimated $8.93M.
  • Barber Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2019 and held it in 1 quarter.
  • Barber Financial Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $8.93M in Q1 2019.
  • 171 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2019.

Based on Barber Financial Group's 13F filing for Q2 2019, filed 9 Aug 2019.