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RE Dickinson Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$1.6K Hold
28
– – ﹤0.01% 223
2024
Q3 		$1.66K Hold
28
– – ﹤0.01% 210
2024
Q2 		$1.58K Hold
28
– – ﹤0.01% 207
2024
Q1 		$2K Buy
+28
New +$1.51K ﹤0.01% 196

Other funds holding AOR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RE Dickinson Investment Advisors's AOR Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q4 2024 at 28 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

RE Dickinson Investment Advisors first reported a position in AOR in Q1 2024 and has held it in 4 quarters since. The position peaked at $2K in Q1 2024. 358 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

  • RE Dickinson Investment Advisors held 28 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.6K as of Q4 2024.
  • RE Dickinson Investment Advisors left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q4 2024.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #223 holding.
  • RE Dickinson Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2024 and has held it in 4 quarters since.
  • RE Dickinson Investment Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $2K in Q1 2024.
  • 358 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.