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

Elmwood 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
2022
Q1 		– Sell
-397
Closed -$23K – 122
2021
Q4 		$23K Buy
+397
New +$22.5K 0.01% 239
2021
Q2 		$10K Buy
179
+107
+149% +$5.91K 0.01% 258
2021
Q1 		$4K Buy
+72
New +$3.83K ﹤0.01% 274

Other funds holding AOR

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Elmwood Wealth Management's AOR Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2022, closing a stake of 397 shares — an estimated $23K sold.

Elmwood Wealth Management first reported a position in AOR in Q1 2021 and held it in 3 quarters. The position peaked at $23K in Q4 2021. 283 funds tracked by Wall St. Rank hold AOR as of Q1 2022.

  • Elmwood Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 397 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2022, an estimated $23K.
  • Elmwood Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $23K in Q4 2021.
  • 283 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.