Risk Paradigm Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Risk Paradigm 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
2018 Q4	$30.2K	Hold	731	–	–	0.07%	74
2018 Q3	$33K	Hold	731	–	–	0.07%	76
2018 Q2	$32.4K	Hold	731	–	–	0.06%	80
2018 Q1	$32.6K	Hold	731	–	–	0.04%	162
2017 Q4	$32.8K	Hold	731	–	–	0.04%	184
2017 Q3	$32.8K	Sell	731 -119	-14%	-$5.25K	0.04%	167
2017 Q2	$37.1K	Hold	850	–	–	0.04%	161
2017 Q1	$36K	Hold	850	–	–	0.04%	169
2016 Q4	$34.5K	Buy	850 +84	+11%	+$3.4K	0.04%	179
2016 Q3	$31.5K	Buy	+766	New	+$31.2K	0.02%	195

Other funds holding AOR

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

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Risk Paradigm Group's AOR Position: Q4 2018 in Review

Risk Paradigm Group held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q4 2018 at 731 shares worth $30.2K. The position accounts for 0.07% of the portfolio, ranked #74.

Risk Paradigm Group first reported a position in AOR in Q3 2016 and has held it in 10 quarters since. The position peaked at $37.1K in Q2 2017. 169 funds tracked by Wall St. Rank hold AOR as of Q4 2018.

Risk Paradigm Group held 731 shares of iShares Core 60/40 Balanced Allocation ETF worth $30.2K as of Q4 2018.
Risk Paradigm Group left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q4 2018.
iShares Core 60/40 Balanced Allocation ETF made up 0.07% of Risk Paradigm Group's portfolio in Q4 2018, its #74 holding.
Risk Paradigm Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2016 and has held it in 10 quarters since.
Risk Paradigm Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $37.1K in Q2 2017.
169 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.