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

Investment 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
2023 Q1	–	Sell	-14,732	Closed	-$695K	–	139
2022 Q4	$695K	Sell	14,732 -8,953	-38%	-$421K	0.37%	75
2022 Q3	$1.06M	Buy	23,685 +7,630	+48%	+$370K	0.32%	83
2022 Q2	$771K	Buy	16,055 +1,482	+10%	+$74.6K	0.38%	70
2022 Q1	$786K	Buy	+14,573	New	+$793K	0.33%	70

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

Investment Partners's AOR Position: Q1 2023 in Review

Investment Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2023, closing a stake of 14,732 shares — an estimated $695K sold.

Investment Partners first reported a position in AOR in Q1 2022 and held it in 4 quarters. The position peaked at $1.06M in Q3 2022. 293 funds tracked by Wall St. Rank hold AOR as of Q1 2023.

Investment Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2023 after selling out during the quarter.
Investment Partners sold 14,732 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2023, an estimated $695K.
Investment Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2022 and held it in 4 quarters.
Investment Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.06M in Q3 2022.
293 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2023.

Based on Investment Partners's 13F filing for Q1 2023, filed 8 May 2023.