Cascadia Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Cascadia Advisory 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
2021 Q3	$253K	Buy	4,558 +42	+0.9%	+$2.37K	0.05%	221
2021 Q2	$253K	Buy	4,516 +5	+0.1%	+$276	0.05%	216
2021 Q1	$242K	Buy	+4,511	New	+$240K	0.05%	213
2020 Q3	$293K	Sell	6,049 -1,538	-20%	-$74.2K	0.08%	185
2020 Q2	$352K	Buy	+7,587	New	+$337K	0.11%	133
2019 Q4	$442K	Buy	+9,235	New	+$433K	0.13%	142

Other funds holding AOR

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Cascadia Advisory Services's AOR Position: Q3 2021 in Review

Cascadia Advisory Services increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.93% in Q3 2021, buying an estimated $2.37K and bringing the position to 4,558 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #221.

Cascadia Advisory Services first reported a position in AOR in Q4 2019 and has held it in 6 quarters since. The position peaked at $442K in Q4 2019. 263 funds tracked by Wall St. Rank hold AOR as of Q3 2021.

Cascadia Advisory Services held 4,558 shares of iShares Core 60/40 Balanced Allocation ETF worth $253K as of Q3 2021.
Cascadia Advisory Services bought 42 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2021, an estimated $2.37K.
iShares Core 60/40 Balanced Allocation ETF made up 0.05% of Cascadia Advisory Services's portfolio in Q3 2021, its #221 holding.
Cascadia Advisory Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 6 quarters since.
Cascadia Advisory Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $442K in Q4 2019.
263 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.