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

Koshinski Asset 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 Q2	–	Sell	-1,741	Closed	-$93.9K	–	650
2022 Q1	$93.9K	Sell	1,741 -160	-8%	-$8.71K	0.01%	854
2021 Q4	$109K	Hold	1,901	–	–	0.01%	820
2021 Q3	$105K	Buy	+1,901	New	+$107K	0.01%	822
2017 Q4	–	Sell	-4,551	Closed	-$204K	–	414
2017 Q3	$204K	Buy	+4,551	New	+$201K	0.07%	354
2017 Q2	–	Sell	-4,760	Closed	-$202K	–	346
2017 Q1	$202K	Sell	4,760 -5,420	-53%	-$226K	0.08%	315
2016 Q4	$413K	Hold	10,180	–	–	0.2%	160
2016 Q3	$419K	Sell	10,180 -1,892	-16%	-$77.1K	0.21%	159
2016 Q2	$483K	Hold	12,072	–	–	0.26%	131
2016 Q1	$476K	Sell	12,072 -397	-3%	-$15K	0.31%	112
2015 Q4	$485K	Sell	12,469 -488	-4%	-$19.2K	0.34%	98
2015 Q3	$525K	Sell	12,957 -224	-2%	-$8.86K	0.33%	93
2015 Q2	$534K	Hold	13,181	–	–	0.34%	90
2015 Q1	$538K	Buy	13,181 +1,331	+11%	+$53.9K	0.35%	79
2014 Q4	$475K	Buy	+11,850	New	+$472K	0.27%	100

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

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

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

Koshinski Asset Management's AOR Position: Q2 2022 in Review

Koshinski Asset Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2022, closing a stake of 1,741 shares — an estimated $93.9K sold.

Koshinski Asset Management first reported a position in AOR in Q4 2014 and held it in 14 quarters. The position peaked at $538K in Q1 2015. 272 funds tracked by Wall St. Rank hold AOR as of Q2 2022.

Koshinski Asset Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 1,741 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2022, an estimated $93.9K.
Koshinski Asset Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2014 and held it in 14 quarters.
Koshinski Asset Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $538K in Q1 2015.
272 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.