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Romano Brothers & Co’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Romano Brothers & Co’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
-650
Closed -$30.7K – 330
2022
Q4 		$30.7K Buy
+650
New +$30.6K ﹤0.01% 546

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AssetMark Inc
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
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

Romano Brothers & Co's AOR Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2023, closing a stake of 650 shares — an estimated $30.7K sold.

Romano Brothers & Co first reported a position in AOR in Q4 2022 and held it in 1 quarter. The position peaked at $30.7K in Q4 2022. 293 funds tracked by Wall St. Rank hold AOR as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 650 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2023, an estimated $30.7K.
  • Romano Brothers & Co first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares Core 60/40 Balanced Allocation ETF position peaked at $30.7K in Q4 2022.
  • 293 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.