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Golden State Equity Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Golden State Equity Partners’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
-179
Closed -$10.6K – 461
2024
Q3 		$10.6K Buy
+179
New +$10.3K ﹤0.01% 694

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Bank of America
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Mesirow Financial Investment Management
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Golden State Equity Partners's AOR Position: Q4 2024 in Review

Golden State Equity Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2024, closing a stake of 179 shares — an estimated $10.6K sold.

Golden State Equity Partners first reported a position in AOR in Q3 2024 and held it in 1 quarter. The position peaked at $10.6K in Q3 2024. 358 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

  • Golden State Equity Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 179 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2024, an estimated $10.6K.
  • Golden State Equity Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $10.6K in Q3 2024.
  • 358 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.