Institutional & Family Asset Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Institutional & Family Asset 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
2024 Q2	$8.45K	Hold	150	–	–	﹤0.01%	441
2024 Q1	$8.35K	Hold	150	–	–	﹤0.01%	436
2023 Q4	$7.98K	Hold	150	–	–	﹤0.01%	418
2023 Q3	$7.41K	Hold	150	–	–	﹤0.01%	409
2023 Q2	$7.72K	Hold	150	–	–	﹤0.01%	411
2023 Q1	$7.5K	Hold	150	–	–	﹤0.01%	412
2022 Q4	$7.07K	Hold	150	–	–	﹤0.01%	415
2022 Q3	$7K	Hold	150	–	–	﹤0.01%	415
2022 Q2	$7K	Hold	150	–	–	﹤0.01%	426
2022 Q1	$8K	Buy	+150	New	+$8.17K	﹤0.01%	464
2016 Q2	–	Sell	-7,830	Closed	-$304K	–	120
2016 Q1	$304K	Hold	7,830	–	–	0.11%	109
2015 Q4	$304K	Buy	+7,830	New	+$308K	0.11%	109

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

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

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

LGA

Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Institutional & Family Asset Management's AOR Position: Q2 2024 in Review

Institutional & Family Asset Management held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2024 at 150 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Institutional & Family Asset Management first reported a position in AOR in Q4 2015 and has held it in 12 quarters since. The position peaked at $304K in Q1 2016. 338 funds tracked by Wall St. Rank hold AOR as of Q2 2024.

Institutional & Family Asset Management held 150 shares of iShares Core 60/40 Balanced Allocation ETF worth $8.45K as of Q2 2024.
Institutional & Family Asset Management left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q2 2024.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #441 holding.
Institutional & Family Asset Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2015 and has held it in 12 quarters since.
Institutional & Family Asset Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $304K in Q1 2016.
338 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.