Investors Research Corp’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Investors Research Corp’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 Q3	–	Sell	-1	Closed	-$51	–	1077
2023 Q2	$51	Hold	1	–	–	﹤0.01%	1073
2023 Q1	$50	Buy	+1	New	+$49	﹤0.01%	1109

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

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

Investors Research Corp's AOR Position: Q3 2023 in Review

Investors Research Corp sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2023, closing a stake of 1 share — an estimated $51 sold.

Investors Research Corp first reported a position in AOR in Q1 2023 and held it in 2 quarters. The position peaked at $51 in Q2 2023. 298 funds tracked by Wall St. Rank hold AOR as of Q3 2023.

Investors Research Corp reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2023 after selling out during the quarter.
Investors Research Corp sold 1 iShares Core 60/40 Balanced Allocation ETF share in Q3 2023, an estimated $51.
Investors Research Corp first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2023 and held it in 2 quarters.
Investors Research Corp's iShares Core 60/40 Balanced Allocation ETF position peaked at $51 in Q2 2023.
298 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2023.

Based on Investors Research Corp's 13F filing for Q3 2023, filed 1 Nov 2023.