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

Boulder 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
2022 Q4	$144K	Buy	+3,049	New	+$143K	0.13%	19

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

Boulder Wealth Advisors's AOR Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2022: 3,049 shares worth $144K. The stake represents 0.13% of the portfolio and ranks #19 among its holdings.

318 funds tracked by Wall St. Rank hold AOR as of Q4 2022.

Boulder Wealth Advisors held 3,049 shares of iShares Core 60/40 Balanced Allocation ETF worth $144K as of Q4 2022.
iShares Core 60/40 Balanced Allocation ETF was a new Boulder Wealth Advisors position in Q4 2022.
iShares Core 60/40 Balanced Allocation ETF made up 0.13% of Boulder Wealth Advisors's portfolio in Q4 2022, its #19 holding.
318 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.