GYL Financial Synergies’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

GYL Financial Synergies’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 Q2	–	Sell	-4,204	Closed	-$210K	–	343
2023 Q1	$210K	Sell	4,204 -164,310	-98%	-$8.08M	0.03%	270
2022 Q4	$7.95M	Buy	168,514 +161,760	+2,395%	+$7.61M	1.72%	17
2022 Q3	$302K	Buy	+6,754	New	+$327K	0.08%	151
2022 Q1	–	Sell	-12,156	Closed	-$694K	–	205
2021 Q4	$694K	Buy	+12,156	New	+$690K	0.19%	95

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

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

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

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

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

GYL Financial Synergies's AOR Position: Q2 2023 in Review

GYL Financial Synergies sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2023, closing a stake of 4,204 shares — an estimated $210K sold.

GYL Financial Synergies first reported a position in AOR in Q4 2021 and held it in 4 quarters. The position peaked at $7.95M in Q4 2022. 288 funds tracked by Wall St. Rank hold AOR as of Q2 2023.

GYL Financial Synergies reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2023 after selling out during the quarter.
GYL Financial Synergies sold 4,204 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2023, an estimated $210K.
GYL Financial Synergies first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and held it in 4 quarters.
GYL Financial Synergies's iShares Core 60/40 Balanced Allocation ETF position peaked at $7.95M in Q4 2022.
288 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2023.

Based on GYL Financial Synergies's 13F filing for Q2 2023, filed 14 Aug 2023.