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RFP Financial Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

RFP Financial 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
2024
Q3 		– Sell
-660
Closed -$37.2K – 147
2024
Q2 		$37.2K Hold
660
– – 0.01% 269
2024
Q1 		$36.7K Hold
660
– – 0.01% 245
2023
Q4 		$35.1K Hold
660
– – 0.01% 234
2023
Q3 		$32.6K Buy
660
+1
+0.2% +$51 0.01% 228
2023
Q2 		$33.9K Hold
659
– – 0.01% 249
2023
Q1 		$33K Buy
659
+32
+5% +$1.57K 0.04% 140
2022
Q4 		$29.6K Buy
+627
New +$29.5K 0.01% 244

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RFP Financial Group's AOR Position: Q3 2024 in Review

RFP Financial Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2024, closing a stake of 660 shares — an estimated $37.2K sold.

RFP Financial Group first reported a position in AOR in Q4 2022 and held it in 7 quarters. The position peaked at $37.2K in Q2 2024. 341 funds tracked by Wall St. Rank hold AOR as of Q3 2024.

  • RFP Financial Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 660 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2024, an estimated $37.2K.
  • RFP Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $37.2K in Q2 2024.
  • 341 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.