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

Janiczek 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
2022 Q1	–	Sell	-242	Closed	-$14K	–	935
2021 Q4	$14K	Buy	242 +162	+203%	+$9.19K	﹤0.01%	537
2021 Q3	$4K	Hold	80	–	–	﹤0.01%	709
2021 Q2	$4K	Hold	80	–	–	﹤0.01%	681
2021 Q1	$4K	Hold	80	–	–	﹤0.01%	656
2020 Q4	$4K	Hold	80	–	–	﹤0.01%	612
2020 Q3	$4K	Hold	80	–	–	﹤0.01%	368
2020 Q2	$4K	Hold	80	–	–	﹤0.01%	191
2020 Q1	$3K	Buy	+80	New	+$3.67K	﹤0.01%	127

Other funds holding AOR

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

SWPG

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Janiczek Wealth Management's AOR Position: Q1 2022 in Review

Janiczek Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2022, closing a stake of 242 shares — an estimated $14K sold.

Janiczek Wealth Management first reported a position in AOR in Q1 2020 and held it in 8 quarters. The position peaked at $14K in Q4 2021. 283 funds tracked by Wall St. Rank hold AOR as of Q1 2022.

Janiczek Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2022 after selling out during the quarter.
Janiczek Wealth Management sold 242 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2022, an estimated $14K.
Janiczek Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2020 and held it in 8 quarters.
Janiczek Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $14K in Q4 2021.
283 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2022.

Based on Janiczek Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.