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

Goodwin 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
2023 Q1	–	Sell	-200	Closed	-$9.43K	–	91
2022 Q4	$9.43K	Hold	200	–	–	0.01%	158
2022 Q3	$9K	Sell	200 -55	-22%	-$2.66K	0.01%	154
2022 Q2	$12.2K	Sell	255 -23	-8%	-$1.16K	0.01%	111
2022 Q1	$14K	Hold	278	–	–	0.01%	131
2021 Q4	$16K	Sell	278 -665	-71%	-$37.7K	0.01%	113
2021 Q3	$52K	Hold	943	–	–	0.05%	67
2021 Q2	$52K	Hold	943	–	–	0.06%	66
2021 Q1	$51K	Sell	943 -260	-22%	-$13.8K	0.06%	65
2020 Q4	$62K	Buy	+1,203	New	+$60.5K	0.08%	42

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Goodwin Investment Advisory's AOR Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2023, closing a stake of 200 shares — an estimated $9.43K sold.

Goodwin Investment Advisory first reported a position in AOR in Q4 2020 and held it in 9 quarters. The position peaked at $62K in Q4 2020. 293 funds tracked by Wall St. Rank hold AOR as of Q1 2023.

Goodwin Investment Advisory reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 200 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2023, an estimated $9.43K.
Goodwin Investment Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and held it in 9 quarters.
Goodwin Investment Advisory's iShares Core 60/40 Balanced Allocation ETF position peaked at $62K in Q4 2020.
293 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.