BCR Wealth Strategies’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

BCR Wealth Strategies’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
2022 Q4	–	Sell	-13	Closed	-$1K	–	24
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	86
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	92
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	97
2021 Q4	$1K	Buy	+13	New	+$738	﹤0.01%	103

Other funds holding AOR

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BCR Wealth Strategies's AOR Position: Q4 2022 in Review

BCR Wealth Strategies sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2022, closing a stake of 13 shares — an estimated $1K sold.

BCR Wealth Strategies first reported a position in AOR in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 318 funds tracked by Wall St. Rank hold AOR as of Q4 2022.

BCR Wealth Strategies reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2022 after selling out during the quarter.
BCR Wealth Strategies sold 13 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2022, an estimated $1K.
BCR Wealth Strategies first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and held it in 4 quarters.
BCR Wealth Strategies's iShares Core 60/40 Balanced Allocation ETF position peaked at $1K in Q3 2022.
318 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.