LifePlan Financial Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

LifePlan Financial 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
2020 Q3	$72K	Buy	1,479 +34	+2%	+$1.64K	0.03%	219
2020 Q2	$67K	Buy	1,445 +257	+22%	+$11.4K	0.03%	218
2020 Q1	$49K	Hold	1,188	–	–	0.03%	225
2019 Q4	$57K	Hold	1,188	–	–	0.03%	231
2019 Q3	$55K	Hold	1,188	–	–	0.03%	232
2019 Q2	$55K	Buy	1,188 +27	+2%	+$1.22K	0.03%	233
2019 Q1	$52K	Hold	1,161	–	–	0.03%	237
2018 Q4	$48K	Buy	1,161 +882	+316%	+$37.8K	0.03%	235
2018 Q3	$13K	Hold	279	–	–	0.01%	364
2018 Q2	$12K	Hold	279	–	–	0.01%	362
2018 Q1	$12K	Buy	+279	New	+$12.6K	0.01%	351

Other funds holding AOR

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

LifePlan Financial Group's AOR Position: Q3 2020 in Review

LifePlan Financial Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 2.4% in Q3 2020, buying an estimated $1.64K and bringing the position to 1,479 shares worth $72K. The position accounts for 0.03% of the portfolio, ranked #219.

LifePlan Financial Group first reported a position in AOR in Q1 2018 and has held it in 11 quarters since. 206 funds tracked by Wall St. Rank hold AOR as of Q3 2020.

LifePlan Financial Group held 1,479 shares of iShares Core 60/40 Balanced Allocation ETF worth $72K as of Q3 2020.
LifePlan Financial Group bought 34 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2020, an estimated $1.64K.
iShares Core 60/40 Balanced Allocation ETF made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #219 holding.
LifePlan Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2018 and has held it in 11 quarters since.
206 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.