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C2C Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

C2C 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
2024
Q1 		– Sell
-7,575
Closed -$404K – 88
2023
Q4 		$404K Buy
7,575
+100
+1% +$5.05K 0.34% 66
2023
Q3 		$366K Hold
7,475
– – 0.05% 185
2023
Q2 		$387K Hold
7,475
– – 0.05% 180
2023
Q1 		$373K Buy
+7,475
New +$368K 0.06% 175

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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 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

C2C Wealth Management's AOR Position: Q1 2024 in Review

C2C Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2024, closing a stake of 7,575 shares — an estimated $404K sold.

C2C Wealth Management first reported a position in AOR in Q1 2023 and held it in 4 quarters. The position peaked at $404K in Q4 2023. 326 funds tracked by Wall St. Rank hold AOR as of Q1 2024.

  • C2C Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • C2C Wealth Management sold 7,575 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2024, an estimated $404K.
  • C2C Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2023 and held it in 4 quarters.
  • C2C Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $404K in Q4 2023.
  • 326 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2024.

Based on C2C Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.