Burkett Financial Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Burkett Financial Services’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	-111	Closed	-$6.57K	–	220
2024 Q3	$6.57K	Sell	111 -474	-81%	-$27.2K	﹤0.01%	145
2024 Q2	$33K	Buy	585 +42	+8%	+$2.32K	0.02%	97
2024 Q1	$30.2K	Buy	543 +6	+1%	+$324	0.02%	106
2023 Q4	$28.6K	Buy	+537	New	+$27.1K	0.02%	103

Other funds holding AOR

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Burkett Financial Services's AOR Position: Q4 2024 in Review

Burkett Financial Services sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2024, closing a stake of 111 shares — an estimated $6.57K sold.

Burkett Financial Services first reported a position in AOR in Q4 2023 and held it in 4 quarters. The position peaked at $33K in Q2 2024. 357 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

Burkett Financial Services reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2024 after selling out during the quarter.
Burkett Financial Services sold 111 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2024, an estimated $6.57K.
Burkett Financial Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and held it in 4 quarters.
Burkett Financial Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $33K in Q2 2024.
357 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on Burkett Financial Services's 13F filing for Q4 2024, filed 6 Jan 2025.