Professional Financial Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Professional Financial Advisors’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 Q2	–	Sell	-19,710	Closed	-$1.06M	–	78
2023 Q1	$1.06M	Buy	19,710 +4,867	+33%	+$239K	0.63%	32
2022 Q4	$700K	Sell	14,843 -32	-0.2%	-$1.51K	0.47%	44
2022 Q3	$666K	Sell	14,875 -878	-6%	-$42.5K	0.41%	45
2022 Q2	$756K	Sell	15,753 -3,957	-20%	-$199K	0.42%	50
2022 Q1	$1.06M	Buy	19,710 +1,364	+7%	+$74.3K	0.46%	41
2021 Q4	$1.05M	Buy	18,346 +480	+3%	+$27.2K	0.45%	41
2021 Q3	$991K	Buy	17,866 +628	+4%	+$35.4K	0.57%	34
2021 Q2	$967K	Sell	17,238 -25	-0.1%	-$1.38K	0.53%	37
2021 Q1	$925K	Sell	17,263 -10,802	-38%	-$575K	0.57%	36
2020 Q4	$1.47M	Sell	28,065 -3,170	-10%	-$160K	1.15%	19
2020 Q3	$1.48M	Buy	31,235 +6,824	+28%	+$329K	1.38%	15
2020 Q2	$1.13M	Sell	24,411 -70	-0.3%	-$3.11K	1.49%	17
2020 Q1	$1.07M	Buy	24,481 +20,028	+450%	+$919K	1.94%	14
2019 Q4	$213K	Buy	+4,453	New	+$209K	0.2%	76

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Professional Financial Advisors's AOR Position: Q2 2023 in Review

Professional Financial Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2023, closing a stake of 19,710 shares — an estimated $1.06M sold.

Professional Financial Advisors first reported a position in AOR in Q4 2019 and held it in 14 quarters. The position peaked at $1.48M in Q3 2020. 289 funds tracked by Wall St. Rank hold AOR as of Q2 2023.

Professional Financial Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2023 after selling out during the quarter.
Professional Financial Advisors sold 19,710 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2023, an estimated $1.06M.
Professional Financial Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and held it in 14 quarters.
Professional Financial Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.48M in Q3 2020.
289 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2023.

Based on Professional Financial Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.