Kowal Investment Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Kowal Investment Group’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
2024 Q3	$218K	Sell	3,688 -167	-4%	-$9.57K	0.04%	189
2024 Q2	$217K	Sell	3,855 -1,595	-29%	-$88.2K	0.04%	169
2024 Q1	$303K	Sell	5,450 -2,582	-32%	-$139K	0.07%	138
2023 Q4	$427K	Buy	+8,032	New	+$405K	0.1%	96
2023 Q1	–	Sell	-16,391	Closed	-$773K	–	157
2022 Q4	$773K	Buy	+16,391	New	+$771K	0.23%	60

Other funds holding AOR

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

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

LGA

Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return

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

Kowal Investment Group's AOR Position: Q3 2024 in Review

Kowal Investment Group reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4.3% in Q3 2024, selling an estimated $9.57K and leaving 3,688 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #189.

Kowal Investment Group first reported a position in AOR in Q4 2022 and has held it in 5 quarters since. The position peaked at $773K in Q4 2022. 341 funds tracked by Wall St. Rank hold AOR as of Q3 2024.

Kowal Investment Group held 3,688 shares of iShares Core 60/40 Balanced Allocation ETF worth $218K as of Q3 2024.
Kowal Investment Group sold 167 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2024, an estimated $9.57K.
iShares Core 60/40 Balanced Allocation ETF made up 0.04% of Kowal Investment Group's portfolio in Q3 2024, its #189 holding.
Kowal Investment Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 5 quarters since.
Kowal Investment Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $773K in Q4 2022.
341 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.