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

Kalos 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
Q2 		– Sell
-80
Closed -$4K – 148
2023
Q1 		$4K Buy
+80
New +$3.94K 0.01% 293

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
AssetMark Inc
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kalos Management's AOR Position: Q2 2023 in Review

Kalos Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2023, closing a stake of 80 shares — an estimated $4K sold.

Kalos Management first reported a position in AOR in Q1 2023 and held it in 1 quarter. The position peaked at $4K in Q1 2023. 288 funds tracked by Wall St. Rank hold AOR as of Q2 2023.

  • Kalos Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 80 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2023, an estimated $4K.
  • Kalos Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2023 and held it in 1 quarter.
  • Kalos Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $4K in Q1 2023.
  • 288 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.