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IronBridge Private Wealth’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

IronBridge Private Wealth’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
2022
Q2 		– Sell
-94,143
Closed -$5.08M – 33
2022
Q1 		$5.08M Sell
94,143
-20,919
-18% -$1.14M 3.13% 9
2021
Q4 		$6.57M Buy
+115,062
New +$6.53M 3.42% 9

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IronBridge Private Wealth's AOR Position: Q2 2022 in Review

IronBridge Private Wealth sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2022, closing a stake of 94,143 shares — an estimated $5.08M sold.

IronBridge Private Wealth first reported a position in AOR in Q4 2021 and held it in 2 quarters. The position peaked at $6.57M in Q4 2021. 272 funds tracked by Wall St. Rank hold AOR as of Q2 2022.

  • IronBridge Private Wealth reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 94,143 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2022, an estimated $5.08M.
  • IronBridge Private Wealth first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and held it in 2 quarters.
  • IronBridge Private Wealth's iShares Core 60/40 Balanced Allocation ETF position peaked at $6.57M in Q4 2021.
  • 272 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2022.

Based on IronBridge Private Wealth's 13F filing for Q2 2022, filed 27 Jul 2022.