FI
AOR icon

FormulaFolio Investments’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-28,753
Closed -$1.5M – 481
2020
Q4 		$1.5M Buy
+28,753
New +$1.45M 0.03% 280

Other funds holding AOR

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FormulaFolio Investments's AOR Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2021, closing a stake of 28,753 shares — an estimated $1.5M sold.

FormulaFolio Investments first reported a position in AOR in Q4 2020 and held it in 1 quarter. The position peaked at $1.5M in Q4 2020. 248 funds tracked by Wall St. Rank hold AOR as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 28,753 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2021, an estimated $1.5M.
  • FormulaFolio Investments first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.5M in Q4 2020.
  • 248 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.