Heritage Wealth Management (Arizona)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$54.2K	Buy	1,150 +563	+96%	+$26.5K	0.01%	489
2022 Q3	$26K	Hold	587	–	–	0.01%	485
2022 Q2	$28.2K	Hold	587	–	–	0.01%	497
2022 Q1	$32K	Buy	+587	New	+$32K	0.01%	528
2021 Q3	$33K	Sell	590 -385	-39%	-$21.7K	0.01%	499
2021 Q2	$55K	Hold	975	–	–	0.02%	441
2021 Q1	$52K	Buy	+975	New	+$51.9K	0.03%	367

Other funds holding AOR

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AOR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 96% in Q4 2022, buying an estimated $26.5K and bringing the position to 1,150 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #489.

Heritage Wealth Management (Arizona) first reported a position in AOR in Q1 2021 and has held it in 7 quarters since. The position peaked at $55K in Q2 2021. 318 funds tracked by Wall St. Rank hold AOR as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,150 shares of iShares Core 60/40 Balanced Allocation ETF worth $54.2K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 563 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2022, an estimated $26.5K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #489 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s iShares Core 60/40 Balanced Allocation ETF position peaked at $55K in Q2 2021.
318 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.