J. Arnold Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

J. Arnold Wealth 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
2023 Q4	–	Sell	-9,441	Closed	-$467K	–	38
2023 Q3	$467K	Buy	+9,441	New	+$481K	0.19%	22
2023 Q1	–	Sell	-8,647	Closed	-$408K	–	63
2022 Q4	$408K	Buy	+8,647	New	+$407K	0.2%	28
2021 Q3	–	Sell	-103	Closed	-$6K	–	69
2021 Q2	$6K	Hold	103	–	–	﹤0.01%	93
2021 Q1	$6K	Hold	103	–	–	﹤0.01%	85
2020 Q4	$5K	Buy	103 +1	+1%	+$50	﹤0.01%	81
2020 Q3	$5K	Sell	102 -101	-50%	-$4.87K	﹤0.01%	58
2020 Q2	$9K	Buy	203 +1	+0.5%	+$44	0.01%	61
2020 Q1	$8K	Sell	202 -3,517	-95%	-$161K	0.02%	31
2019 Q4	$178K	Buy	+3,719	New	+$174K	0.23%	48

Other funds holding AOR

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

J. Arnold Wealth Management's AOR Position: Q4 2023 in Review

J. Arnold Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2023, closing a stake of 9,441 shares — an estimated $467K sold.

J. Arnold Wealth Management first reported a position in AOR in Q4 2019 and held it in 9 quarters. The position peaked at $467K in Q3 2023. 339 funds tracked by Wall St. Rank hold AOR as of Q4 2023.

J. Arnold Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 9,441 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2023, an estimated $467K.
J. Arnold Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and held it in 9 quarters.
J. Arnold Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $467K in Q3 2023.
339 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.