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Marcum Wealth’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Marcum Wealth’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
2023
Q1 		– Sell
-9,940
Closed -$469K – 404
2022
Q4 		$469K Buy
+9,940
New +$468K 0.06% 178

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Marcum Wealth's AOR Position: Q1 2023 in Review

Marcum Wealth sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2023, closing a stake of 9,940 shares — an estimated $469K sold.

Marcum Wealth first reported a position in AOR in Q4 2022 and held it in 1 quarter. The position peaked at $469K in Q4 2022. 293 funds tracked by Wall St. Rank hold AOR as of Q1 2023.

  • Marcum Wealth reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Marcum Wealth sold 9,940 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2023, an estimated $469K.
  • Marcum Wealth first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Marcum Wealth's iShares Core 60/40 Balanced Allocation ETF position peaked at $469K in Q4 2022.
  • 293 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2023.

Based on Marcum Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.