Guardian Wealth Advisors (North Carolina)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-5	Closed	-$266	–	454
2023 Q4	$266	Hold	5	–	–	﹤0.01%	435
2023 Q3	$247	Hold	5	–	–	﹤0.01%	416
2023 Q2	$257	Hold	5	–	–	﹤0.01%	410
2023 Q1	$250	Hold	5	–	–	﹤0.01%	407
2022 Q4	$236	Hold	5	–	–	﹤0.01%	372
2022 Q3	$0	Hold	5	–	–	﹤0.01%	346
2022 Q2	$0	Hold	5	–	–	﹤0.01%	348
2022 Q1	$0	Buy	+5	New	+$272	﹤0.01%	247

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

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

GAA

Global Assets Advisory Orlando, Florida $349M AUM 24.2% 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

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

Guardian Wealth Advisors (North Carolina)'s AOR Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2024, closing a stake of 5 shares — an estimated $266 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in AOR in Q1 2022 and held it in 8 quarters. The position peaked at $266 in Q4 2023. 326 funds tracked by Wall St. Rank hold AOR as of Q1 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 5 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2024, an estimated $266.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2022 and held it in 8 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Core 60/40 Balanced Allocation ETF position peaked at $266 in Q4 2023.
326 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.