MBM Wealth Consultants’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
Other funds holding AOR
AL
SWPG
CWA
MBM Wealth Consultants's AOR Position: Q2 2023 in Review
MBM Wealth Consultants sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2023, closing a stake of 412 shares — an estimated $21K sold.
MBM Wealth Consultants first reported a position in AOR in Q4 2022 and held it in 2 quarters. The position peaked at $21K in Q1 2023. 288 funds tracked by Wall St. Rank hold AOR as of Q2 2023.
- MBM Wealth Consultants reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2023 after selling out during the quarter.
- MBM Wealth Consultants sold 412 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2023, an estimated $21K.
- MBM Wealth Consultants first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and held it in 2 quarters.
- MBM Wealth Consultants's iShares Core 60/40 Balanced Allocation ETF position peaked at $21K in Q1 2023.
- 288 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2023.
Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.