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Interchange Capital Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Interchange Capital Partners’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
2021
Q1 		– Sell
-1,694
Closed -$88K – 271
2020
Q4 		$88K Buy
+1,694
New +$85.2K 0.05% 321

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Interchange Capital Partners's AOR Position: Q1 2021 in Review

Interchange Capital Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2021, closing a stake of 1,694 shares — an estimated $88K sold.

Interchange Capital Partners first reported a position in AOR in Q4 2020 and held it in 1 quarter. The position peaked at $88K in Q4 2020. 248 funds tracked by Wall St. Rank hold AOR as of Q1 2021.

  • Interchange Capital Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 1,694 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2021, an estimated $88K.
  • Interchange Capital Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $88K in Q4 2020.
  • 248 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.