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

Personal Wealth Partners’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
2021
Q3 		– Sell
-298
Closed -$17K – 98
2021
Q2 		$17K Buy
+298
New +$16.5K 0.01% 224
2020
Q1 		– Sell
-1,944
Closed -$93K – 95
2019
Q4 		$93K Sell
1,944
-716
-27% -$33.5K 0.04% 105
2019
Q3 		$123K Buy
+2,660
New +$121K 0.06% 91

Other funds holding AOR

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Personal Wealth Partners's AOR Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2021, closing a stake of 298 shares — an estimated $17K sold.

Personal Wealth Partners first reported a position in AOR in Q3 2019 and held it in 3 quarters. The position peaked at $123K in Q3 2019. 263 funds tracked by Wall St. Rank hold AOR as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 298 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2021, an estimated $17K.
  • Personal Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $123K in Q3 2019.
  • 263 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.