CMC Financial Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-7,287
Closed -$302K 23
2020
Q1
$302K Sell
7,287
-1,741
-19% -$79.9K 1.32% 18
2019
Q4
$432K Buy
+9,028
New +$423K 0.37% 28

Other funds holding AOR

CMC Financial Group's AOR Position: Q2 2020 in Review

CMC Financial Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2020, closing a stake of 7,287 shares — an estimated $302K sold.

CMC Financial Group first reported a position in AOR in Q4 2019 and held it in 2 quarters. The position peaked at $432K in Q4 2019. 193 funds tracked by Wall St. Rank hold AOR as of Q2 2020.

  • CMC Financial Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • CMC Financial Group sold 7,287 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2020, an estimated $302K.
  • CMC Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and held it in 2 quarters.
  • CMC Financial Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $432K in Q4 2019.
  • 193 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2020.

Based on CMC Financial Group's 13F filing for Q2 2020, filed 13 Aug 2020.