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Lighthouse Financial Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Lighthouse Financial Advisors’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
Q1 		$324K Buy
6,060
+549
+10% +$29.2K 0.1% 89
2020
Q4 		$287K Buy
5,511
+528
+11% +$26.6K 0.1% 89
2020
Q3 		$241K Buy
+4,983
New +$240K 0.09% 94

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Lighthouse Financial Advisors's AOR Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 10% in Q1 2021, buying an estimated $29.2K and bringing the position to 6,060 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #89.

Lighthouse Financial Advisors first reported a position in AOR in Q3 2020 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold AOR as of Q1 2021.

  • Lighthouse Financial Advisors held 6,060 shares of iShares Core 60/40 Balanced Allocation ETF worth $324K as of Q1 2021.
  • Lighthouse Financial Advisors bought 549 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2021, an estimated $29.2K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.1% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #89 holding.
  • Lighthouse Financial Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2020 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.