Householder Group Estate & Retirement Specialist’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Householder Group Estate & Retirement Specialist’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	-23	Closed	-$1K	–	565
2024 Q3	$1K	Hold	23	–	–	﹤0.01%	1079
2024 Q2	$1K	Hold	23	–	–	﹤0.01%	1108
2024 Q1	$1.28K	Hold	23	–	–	﹤0.01%	1098
2023 Q4	$1K	Hold	23	–	–	﹤0.01%	1042
2023 Q3	$1.14K	Buy	+23	New	+$1.17K	﹤0.01%	1129
2023 Q1	$1K	Buy	+23	New	+$1.13K	﹤0.01%	1120
2022 Q4	–	Sell	-23	Closed	-$1K	–	373
2022 Q3	$1K	Buy	+23	New	+$1.11K	﹤0.01%	1003

Other funds holding AOR

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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 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

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

Householder Group Estate & Retirement Specialist's AOR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2024, closing a stake of 23 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in AOR in Q3 2022 and held it in 7 quarters. The position peaked at $1.28K in Q1 2024. 357 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 23 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2024, an estimated $1K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.28K in Q1 2024.
357 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.