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BerganKDV Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

BerganKDV Wealth Management’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
2020
Q2 		– Sell
-241
Closed -$10K – 953
2020
Q1 		$10K Buy
+241
New +$11.1K ﹤0.01% 489

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BerganKDV Wealth Management's AOR Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2020, closing a stake of 241 shares — an estimated $10K sold.

BerganKDV Wealth Management first reported a position in AOR in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 193 funds tracked by Wall St. Rank hold AOR as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 241 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2020, an estimated $10K.
  • BerganKDV Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $10K in Q1 2020.
  • 193 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.