Principle Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
Other funds holding AOR
AL
SWPG
CWA
Principle Wealth Partners's AOR Position: Q2 2023 in Review
Principle Wealth Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2023, closing a stake of 6,274 shares — an estimated $314K sold.
Principle Wealth Partners first reported a position in AOR in Q1 2023 and held it in 1 quarter. The position peaked at $314K in Q1 2023. 288 funds tracked by Wall St. Rank hold AOR as of Q2 2023.
- Principle Wealth Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2023 after selling out during the quarter.
- Principle Wealth Partners sold 6,274 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2023, an estimated $314K.
- Principle Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2023 and held it in 1 quarter.
- Principle Wealth Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $314K in Q1 2023.
- 288 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2023.
Based on Principle Wealth Partners's 13F filing for Q2 2023, filed 31 Jul 2023.