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Reston Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Reston Wealth Management’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 		– Sell
-2,314
Closed -$137K – 79
2024
Q3 		$137K Sell
2,314
-7,454
-76% -$427K 0.05% 66
2024
Q2 		$550K Sell
9,768
-11
-0.1% -$608 0.22% 31
2024
Q1 		$544K Buy
9,779
+2,532
+35% +$137K 0.22% 32
2023
Q4 		$385K Buy
7,247
+1,122
+18% +$56.6K 0.18% 33
2023
Q3 		$303K Sell
6,125
-4,645
-43% -$237K 0.15% 38
2023
Q2 		$554K Buy
10,770
+1,074
+11% +$54K 0.26% 25
2023
Q1 		$485K Sell
9,696
-251
-3% -$12.3K 0.25% 27
2022
Q4 		$469K Buy
9,947
+727
+8% +$34.2K 0.26% 27
2022
Q3 		$413K Buy
9,220
+2,255
+32% +$109K 0.25% 33
2022
Q2 		$334K Sell
6,965
-2,085
-23% -$105K 0.19% 42
2022
Q1 		$488K Buy
9,050
+127
+1% +$6.92K 0.25% 31
2021
Q4 		$509K Buy
8,923
+4,006
+81% +$227K 0.25% 31
2021
Q3 		$273K Sell
4,917
-25,344
-84% -$1.43M 0.14% 41
2021
Q2 		$1.7M Buy
30,261
+2,757
+10% +$152K 0.85% 17
2021
Q1 		$1.47M Sell
27,504
-1,504
-5% -$80K 0.77% 15
2020
Q4 		$1.51M Sell
29,008
-732
-2% -$36.8K 0.86% 14
2020
Q3 		$1.44M Buy
29,740
+900
+3% +$43.4K 0.93% 14
2020
Q2 		$1.34M Buy
28,840
+1,672
+6% +$74.3K 0.92% 14
2020
Q1 		$1.12M Sell
27,168
-17,203
-39% -$790K 0.9% 15
2019
Q4 		$2.12M Buy
44,371
+1,466
+3% +$68.7K 1.7% 14
2019
Q3 		$1.98M Buy
42,905
+2,009
+5% +$91.7K 1.77% 14
2019
Q2 		$1.88M Buy
40,896
+120
+0.3% +$5.41K 1.48% 14
2019
Q1 		$1.84M Buy
40,776
+9,396
+30% +$408K 1.48% 14
2018
Q4 		$1.3M Buy
+31,380
New +$1.34M 1.23% 14

Other funds holding AOR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.37T AUM 24.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 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 $377B AUM 19.32% 1-Year Est. Return

Reston Wealth Management's AOR Position: Q4 2024 in Review

Reston Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2024, closing a stake of 2,314 shares — an estimated $137K sold.

Reston Wealth Management first reported a position in AOR in Q4 2018 and held it in 24 quarters. The position peaked at $2.12M in Q4 2019. 357 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

  • Reston Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 2,314 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2024, an estimated $137K.
  • Reston Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2018 and held it in 24 quarters.
  • Reston Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.12M in Q4 2019.
  • 357 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.