Midwest Professional Planners Ltd (MPPL)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	-4,665	Closed	-$220K	–	122
2022 Q4	$220K	Sell	4,665 -55	-1%	-$2.59K	0.12%	119
2022 Q3	$211K	Sell	4,720 -407	-8%	-$19.7K	0.13%	112
2022 Q2	$246K	Buy	5,127 +745	+17%	+$37.5K	0.14%	100
2022 Q1	$236K	Sell	4,382 -342	-7%	-$18.6K	0.12%	110
2021 Q4	$270K	Sell	4,724 -185	-4%	-$10.5K	0.13%	108
2021 Q3	$272K	Sell	4,909 -357	-7%	-$20.1K	0.14%	105
2021 Q2	$295K	Sell	5,266 -1,983	-27%	-$110K	0.15%	103
2021 Q1	$300K	Sell	7,249 -281	-4%	-$14.9K	0.3%	68
2020 Q4	$393K	Sell	7,530 -271	-3%	-$13.6K	0.24%	77
2020 Q3	$378K	Buy	7,801 +157	+2%	+$7.57K	0.27%	78
2020 Q2	$355K	Buy	7,644 +395	+5%	+$17.5K	0.28%	79
2020 Q1	$300K	Sell	7,249 -993	-12%	-$45.6K	0.3%	69
2019 Q4	$394K	Sell	8,242 -700	-8%	-$32.8K	0.32%	67
2019 Q3	$412K	Sell	8,942 -383	-4%	-$17.5K	0.37%	64
2019 Q2	$429K	Buy	9,325 +350	+4%	+$15.8K	0.4%	59
2019 Q1	$401K	Sell	8,975 -1,283	-13%	-$55.8K	0.39%	56
2018 Q4	$424K	Sell	10,258 -1,759	-15%	-$75.3K	0.46%	52
2018 Q3	$542K	Buy	12,017 +4,834	+67%	+$217K	0.5%	42
2018 Q2	$319K	Sell	7,183 -4	-0.1%	-$178	0.29%	68
2018 Q1	$320K	Sell	7,187 -527	-7%	-$23.8K	0.29%	67
2017 Q4	$347K	Buy	+7,714	New	+$351K	0.32%	65

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Midwest Professional Planners Ltd (MPPL)'s AOR Position: Q1 2023 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2023, closing a stake of 4,665 shares — an estimated $220K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in AOR in Q4 2017 and held it in 21 quarters. The position peaked at $542K in Q3 2018. 293 funds tracked by Wall St. Rank hold AOR as of Q1 2023.

Midwest Professional Planners Ltd (MPPL) reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2023 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 4,665 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2023, an estimated $220K.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2017 and held it in 21 quarters.
Midwest Professional Planners Ltd (MPPL)'s iShares Core 60/40 Balanced Allocation ETF position peaked at $542K in Q3 2018.
293 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2023.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2023, filed 15 May 2023.