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Financial Advocates Investment Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Financial Advocates Investment 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
Q4 		– Sell
-4,026
Closed -$207K – 756
2024
Q3 		$207K Buy
+4,026
New +$231K 0.01% 708
2024
Q2 		– Sell
-2,576
Closed -$235K – 743
2024
Q1 		$235K Buy
+2,576
New +$139K 0.01% 677
2023
Q4 		– Sell
-13,809
Closed -$1.7M – 733
2023
Q3 		$1.7M Buy
+13,809
New +$703K 0.12% 185
2023
Q1 		– Sell
-6,200
Closed -$596K – 750
2022
Q4 		$596K Buy
+6,200
New +$292K 0.04% 410
2022
Q2 		– Sell
-9,178
Closed -$825K – 691
2022
Q1 		$825K Sell
9,178
-40,221
-81% -$2.19M 0.05% 338
2021
Q4 		$1.61M Buy
49,399
+44,588
+927% +$2.53M 0.1% 235
2021
Q3 		$267K Sell
4,811
-40,966
-89% -$2.31M 0.02% 635
2021
Q2 		$1.41M Buy
45,777
+40,333
+741% +$2.23M 0.09% 258
2021
Q1 		$292K Sell
5,444
-9,207
-63% -$490K 0.02% 613
2020
Q4 		$916K Buy
14,651
+6,812
+87% +$343K 0.06% 320
2020
Q3 		$671K Buy
7,839
+3,625
+86% +$175K 0.06% 318
2020
Q2 		$308K Buy
+4,214
New +$187K 0.03% 463
2018
Q4 		– Sell
-34,563
Closed -$1.56M – 428
2018
Q3 		$1.56M Buy
34,563
+8,062
+30% +$361K 0.17% 134
2018
Q2 		$1.17M Buy
26,501
+17,305
+188% +$772K 0.14% 154
2018
Q1 		$410K Buy
+9,196
New +$416K 0.05% 288

Other funds holding AOR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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 $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's AOR Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2024, closing a stake of 4,026 shares — an estimated $207K sold.

Financial Advocates Investment Management first reported a position in AOR in Q1 2018 and held it in 15 quarters. The position peaked at $1.7M in Q3 2023. 358 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,026 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2024, an estimated $207K.
  • Financial Advocates Investment Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2018 and held it in 15 quarters.
  • Financial Advocates Investment Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.7M in Q3 2023.
  • 358 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.