Rehmann Capital Advisory Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Rehmann Capital Advisory Group’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 Q1	–	Sell	-4,864	Closed	-$229K	–	548
2022 Q4	$229K	Buy	+4,864	New	+$229K	0.02%	485
2022 Q2	–	Sell	-6,311	Closed	-$341K	–	510
2022 Q1	$341K	Buy	+6,311	New	+$344K	0.03%	380
2019 Q3	–	Sell	-657	Closed	-$30.3K	–	1703
2019 Q2	$30.3K	Buy	657 +2	+0.3%	+$90	﹤0.01%	1016
2019 Q1	$29.3K	Buy	+655	New	+$28.5K	﹤0.01%	993
2018 Q4	–	Sell	-698	Closed	-$31.5K	–	1843
2018 Q3	$31.5K	Buy	698 +31	+5%	+$1.39K	﹤0.01%	971
2018 Q2	$29.6K	Buy	667 +189	+40%	+$8.43K	﹤0.01%	970
2018 Q1	$21K	Buy	+478	New	+$21.6K	﹤0.01%	1056

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 $3.51B AUM 13.98% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Rehmann Capital Advisory Group's AOR Position: Q1 2023 in Review

Rehmann Capital Advisory Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2023, closing a stake of 4,864 shares — an estimated $229K sold.

Rehmann Capital Advisory Group first reported a position in AOR in Q1 2018 and held it in 7 quarters. The position peaked at $341K in Q1 2022. 293 funds tracked by Wall St. Rank hold AOR as of Q1 2023.

Rehmann Capital Advisory Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2023 after selling out during the quarter.
Rehmann Capital Advisory Group sold 4,864 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2023, an estimated $229K.
Rehmann Capital Advisory Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2018 and held it in 7 quarters.
Rehmann Capital Advisory Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $341K in Q1 2022.
293 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2023.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.