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

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-399
Closed -$21.2K – 158
2023
Q4 		$21.2K Sell
399
-144
-27% -$7.27K 0.01% 241
2023
Q3 		$26.8K Buy
543
+25
+5% +$1.27K 0.01% 230
2023
Q2 		$26.6K Buy
+518
New +$26.1K 0.01% 229
2022
Q3 		– Sell
-515
Closed -$25K – 155
2022
Q2 		$25K Hold
515
– – 0.01% 225
2022
Q1 		$28K Buy
515
+3
+0.6% +$163 0.01% 232
2021
Q4 		$29K Sell
512
-340
-40% -$19.3K 0.01% 230
2021
Q3 		$47K Sell
852
-30
-3% -$1.69K 0.01% 203
2021
Q2 		$49K Sell
882
-165
-16% -$9.11K 0.02% 200
2021
Q1 		$56K Buy
1,047
+28
+3% +$1.49K 0.02% 190
2020
Q4 		$53K Sell
1,019
-16
-2% -$805 0.02% 184
2020
Q3 		$50K Sell
1,035
-1,953
-65% -$94.2K 0.02% 177
2020
Q2 		$139K Buy
2,988
+7
+0.2% +$311 0.06% 126
2020
Q1 		$123K Buy
2,981
+410
+16% +$18.8K 0.06% 118
2019
Q4 		$123K Buy
2,571
+156
+6% +$7.31K 0.05% 130
2019
Q3 		$111K Sell
2,415
-385
-14% -$17.6K 0.05% 126
2019
Q2 		$129K Sell
2,800
-2,802
-50% -$126K 0.06% 118
2019
Q1 		$250K Sell
5,602
-1,808
-24% -$78.6K 0.13% 102
2018
Q4 		$306K Buy
+7,410
New +$317K 0.18% 103

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 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

Global Wealth Management Investment Advisory's AOR Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2024, closing a stake of 399 shares — an estimated $21.2K sold.

Global Wealth Management Investment Advisory first reported a position in AOR in Q4 2018 and held it in 18 quarters. The position peaked at $306K in Q4 2018. 326 funds tracked by Wall St. Rank hold AOR as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 399 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2024, an estimated $21.2K.
  • Global Wealth Management Investment Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's iShares Core 60/40 Balanced Allocation ETF position peaked at $306K in Q4 2018.
  • 326 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.