IHT Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

IHT Wealth Management’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 Q1	–	Sell	-5,537	Closed	-$261K	–	955
2022 Q4	$261K	Hold	5,537	–	–	0.02%	706
2022 Q3	$248K	Buy	+5,537	New	+$268K	0.02%	693
2021 Q3	–	Sell	-6,053	Closed	-$339K	–	816
2021 Q2	$339K	Buy	6,053 +678	+13%	+$37.5K	0.02%	656
2021 Q1	$288K	Buy	+5,375	New	+$286K	0.02%	646
2020 Q4	–	Sell	-4,430	Closed	-$215K	–	744
2020 Q3	$215K	Sell	4,430 -287	-6%	-$13.8K	0.02%	588
2020 Q2	$219K	Sell	4,717 -549	-10%	-$24.4K	0.03%	492
2020 Q1	$218K	Sell	5,266 -156	-3%	-$7.16K	0.03%	465
2019 Q4	$259K	Buy	+5,422	New	+$254K	0.03%	489

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

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

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

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

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

IHT Wealth Management's AOR Position: Q1 2023 in Review

IHT Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2023, closing a stake of 5,537 shares — an estimated $261K sold.

IHT Wealth Management first reported a position in AOR in Q4 2019 and held it in 8 quarters. The position peaked at $339K in Q2 2021. 293 funds tracked by Wall St. Rank hold AOR as of Q1 2023.

IHT Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2023 after selling out during the quarter.
IHT Wealth Management sold 5,537 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2023, an estimated $261K.
IHT Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and held it in 8 quarters.
IHT Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $339K in Q2 2021.
293 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2023.

Based on IHT Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.