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Kickstand Ventures’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Kickstand Ventures’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
-11,273
Closed -$557K – 97
2023
Q3 		$557K Buy
+11,273
New +$574K 0.17% 59

Other funds holding AOR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
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

Kickstand Ventures's AOR Position: Q4 2023 in Review

Kickstand Ventures sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2023, closing a stake of 11,273 shares — an estimated $557K sold.

Kickstand Ventures first reported a position in AOR in Q3 2023 and held it in 1 quarter. The position peaked at $557K in Q3 2023. 339 funds tracked by Wall St. Rank hold AOR as of Q4 2023.

  • Kickstand Ventures reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • Kickstand Ventures sold 11,273 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2023, an estimated $557K.
  • Kickstand Ventures first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2023 and held it in 1 quarter.
  • Kickstand Ventures's iShares Core 60/40 Balanced Allocation ETF position peaked at $557K in Q3 2023.
  • 339 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2023.

Based on Kickstand Ventures's 13F filing for Q4 2023, filed 8 Feb 2024.