Gallagher Benefit Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Gallagher Benefit 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
2022 Q4	$315K	Buy	+6,685	New	+$315K	0.07%	134

Other funds holding AOR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Gallagher Benefit Services's AOR Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2022: 6,685 shares worth $315K. The stake represents 0.07% of the portfolio and ranks #134 among its holdings.

319 funds tracked by Wall St. Rank hold AOR as of Q4 2022.

Gallagher Benefit Services held 6,685 shares of iShares Core 60/40 Balanced Allocation ETF worth $315K as of Q4 2022.
iShares Core 60/40 Balanced Allocation ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares Core 60/40 Balanced Allocation ETF made up 0.07% of Gallagher Benefit Services's portfolio in Q4 2022, its #134 holding.
319 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.