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

PSI 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 Q3	–	Sell	-27	Closed	-$1.39K	–	860
2023 Q2	$1.39K	Hold	27	–	–	﹤0.01%	689
2023 Q1	$1.35K	Buy	+27	New	+$1.33K	﹤0.01%	640
2022 Q4	–	Sell	-27	Closed	-$1K	–	779
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	666
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	703
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	650
2021 Q4	$2K	Hold	27	–	–	﹤0.01%	652
2021 Q3	$1K	Buy	+27	New	+$1.52K	﹤0.01%	678
2020 Q1	–	Sell	-27	Closed	-$1K	–	135
2019 Q4	$1K	Buy	+27	New	+$1.26K	﹤0.01%	632

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 $4.05B AUM 19.01% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PSI Advisors's AOR Position: Q3 2023 in Review

PSI Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2023, closing a stake of 27 shares — an estimated $1.39K sold.

PSI Advisors first reported a position in AOR in Q4 2019 and held it in 8 quarters. The position peaked at $2K in Q4 2021. 298 funds tracked by Wall St. Rank hold AOR as of Q3 2023.

PSI Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2023 after selling out during the quarter.
PSI Advisors sold 27 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2023, an estimated $1.39K.
PSI Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and held it in 8 quarters.
PSI Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $2K in Q4 2021.
298 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2023.

Based on PSI Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.