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

Long Island 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
2024
Q1 		– Sell
-15
Closed -$1K – 99
2023
Q4 		$1K Buy
+15
New +$757 ﹤0.01% 378

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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

Long Island Wealth Management's AOR Position: Q1 2024 in Review

Long Island Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2024, closing a stake of 15 shares — an estimated $1K sold.

Long Island Wealth Management first reported a position in AOR in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 326 funds tracked by Wall St. Rank hold AOR as of Q1 2024.

  • Long Island Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 15 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2024, an estimated $1K.
  • Long Island Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $1K in Q4 2023.
  • 326 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.