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Macroview Investment Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Macroview Investment 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
Q4 		– Sell
-491
Closed -$29.1K – 109
2024
Q3 		$29.1K Buy
491
+4
+0.8% +$229 0.03% 156
2024
Q2 		$27.4K Buy
487
+2
+0.4% +$111 0.03% 161
2024
Q1 		$27K Sell
485
-85
-15% -$4.58K 0.03% 167
2023
Q4 		$30.3K Buy
570
+8
+1% +$404 0.04% 154
2023
Q3 		$27.8K Hold
562
– – 0.04% 142
2023
Q2 		$28.9K Hold
562
– – 0.04% 112
2023
Q1 		$28.1K Hold
562
– – 0.05% 113
2022
Q4 		$26.5K Hold
562
– – 0.05% 120
2022
Q3 		$25K Hold
562
– – 0.05% 106
2022
Q2 		$27K Hold
562
– – 0.04% 115
2022
Q1 		$30K Buy
562
+314
+127% +$17.1K 0.04% 117
2021
Q4 		$14K Hold
248
– – 0.02% 223
2021
Q3 		$14K Hold
248
– – 0.02% 139
2021
Q2 		$14K Hold
248
– – 0.02% 160
2021
Q1 		$13K Sell
248
-109
-31% -$5.8K 0.02% 145
2020
Q4 		$19K Sell
357
-163
-31% -$8.2K 0.03% 118
2020
Q3 		$25K Sell
520
-212
-29% -$10.2K 0.04% 105
2020
Q2 		$34K Buy
+732
New +$32.5K 0.07% 87

Other funds holding AOR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Macroview Investment Management's AOR Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2024, closing a stake of 491 shares — an estimated $29.1K sold.

Macroview Investment Management first reported a position in AOR in Q2 2020 and held it in 18 quarters. The position peaked at $34K in Q2 2020. 357 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

  • Macroview Investment Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 491 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2024, an estimated $29.1K.
  • Macroview Investment Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2020 and held it in 18 quarters.
  • Macroview Investment Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $34K in Q2 2020.
  • 357 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.