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Life Planning Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Life Planning Partners’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
Q1 		– Sell
-1,986
Closed -$106K – 73
2023
Q4 		$106K Buy
+1,986
New +$100K 0.1% 80
2022
Q3 		$86.5K Hold
1,931
– – 0.1% 72
2022
Q2 		$92K Buy
1,931
+230
+14% +$11.6K 0.1% 66
2022
Q1 		$92K Hold
1,701
– – 0.09% 67
2021
Q4 		$97K Buy
+1,701
New +$96.5K 0.1% 66

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Life Planning Partners's AOR Position: Q1 2024 in Review

Life Planning Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2024, closing a stake of 1,986 shares — an estimated $106K sold.

Life Planning Partners first reported a position in AOR in Q4 2021 and held it in 5 quarters. The position peaked at $106K in Q4 2023. 326 funds tracked by Wall St. Rank hold AOR as of Q1 2024.

  • Life Planning Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 1,986 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2024, an estimated $106K.
  • Life Planning Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $106K in Q4 2023.
  • 326 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.