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

Liberty 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
2021 Q4	–	Sell	-220	Closed	-$12K	–	214
2021 Q3	$12K	Hold	220	–	–	﹤0.01%	782
2021 Q2	$12K	Hold	220	–	–	﹤0.01%	606
2021 Q1	$11K	Hold	220	–	–	0.01%	565
2020 Q4	$11K	Hold	220	–	–	0.01%	560
2020 Q3	$11K	Hold	220	–	–	0.01%	495
2020 Q2	$10K	Hold	220	–	–	0.01%	486
2020 Q1	$9K	Hold	220	–	–	0.01%	475
2019 Q4	$10K	Hold	220	–	–	0.01%	529
2019 Q3	$10K	Hold	220	–	–	0.01%	511
2019 Q2	$10K	Hold	220	–	–	0.01%	519
2019 Q1	$9K	Hold	220	–	–	0.01%	452
2018 Q4	$9K	Buy	+220	New	+$9.42K	0.01%	439

Other funds holding AOR

Wells Fargo San Francisco, California $530B AUM 22.01% 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

SWPG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Liberty Wealth Management's AOR Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2021, closing a stake of 220 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in AOR in Q4 2018 and held it in 12 quarters. The position peaked at $12K in Q3 2021. 297 funds tracked by Wall St. Rank hold AOR as of Q4 2021.

Liberty Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 220 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2021, an estimated $12K.
Liberty Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $12K in Q3 2021.
297 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.