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Hobbs Group Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Hobbs Group Advisors’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
-545
Closed -$32.3K – 171
2024
Q3 		$32.3K Buy
+545
New +$31.2K 0.01% 290

Other funds holding AOR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hobbs Group Advisors's AOR Position: Q4 2024 in Review

Hobbs Group Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2024, closing a stake of 545 shares — an estimated $32.3K sold.

Hobbs Group Advisors first reported a position in AOR in Q3 2024 and held it in 1 quarter. The position peaked at $32.3K in Q3 2024. 357 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

  • Hobbs Group Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 545 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2024, an estimated $32.3K.
  • Hobbs Group Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2024 and held it in 1 quarter.
  • Hobbs Group Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $32.3K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.