Cardan Capital Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Cardan Capital Partners’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
2021 Q3	$872K	Buy	15,712 +720	+5%	+$40.6K	0.1%	130
2021 Q2	$840K	Sell	14,992 -157	-1%	-$8.67K	0.09%	142
2021 Q1	$811K	Sell	15,149 -2,251	-13%	-$120K	0.1%	133
2020 Q4	$908K	Sell	17,400 -3,270	-16%	-$165K	0.11%	114
2020 Q3	$1M	Buy	20,670 +832	+4%	+$40.1K	0.13%	120
2020 Q2	$920K	Buy	19,838 +1,825	+10%	+$81.1K	0.13%	119
2020 Q1	$745K	Sell	18,013 -378	-2%	-$17.4K	0.12%	110
2019 Q4	$880K	Sell	18,391 -4,023	-18%	-$188K	0.12%	112
2019 Q3	$1.03M	Buy	22,414 +577	+3%	+$26.3K	0.15%	104
2019 Q2	$1M	Buy	21,837 +5,220	+31%	+$235K	0.15%	104
2019 Q1	$743K	Sell	16,617 -12,757	-43%	-$554K	0.12%	114
2018 Q4	$1.21M	Buy	29,374 +16,845	+134%	+$721K	0.21%	86
2018 Q3	$565K	Buy	12,529 +5,044	+67%	+$226K	0.09%	114
2018 Q2	$332K	Buy	7,485 +1,647	+28%	+$73.5K	0.05%	145
2018 Q1	$260K	Buy	+5,838	New	+$264K	0.04%	161

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cardan Capital Partners's AOR Position: Q3 2021 in Review

Cardan Capital Partners increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4.8% in Q3 2021, buying an estimated $40.6K and bringing the position to 15,712 shares worth $872K. The position accounts for 0.1% of the portfolio, ranked #130.

Cardan Capital Partners first reported a position in AOR in Q1 2018 and has held it in 15 quarters since. The position peaked at $1.21M in Q4 2018. 263 funds tracked by Wall St. Rank hold AOR as of Q3 2021.

Cardan Capital Partners held 15,712 shares of iShares Core 60/40 Balanced Allocation ETF worth $872K as of Q3 2021.
Cardan Capital Partners bought 720 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2021, an estimated $40.6K.
iShares Core 60/40 Balanced Allocation ETF made up 0.1% of Cardan Capital Partners's portfolio in Q3 2021, its #130 holding.
Cardan Capital Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2018 and has held it in 15 quarters since.
Cardan Capital Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.21M in Q4 2018.
263 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.