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

Sanctuary 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	$11.2K	Hold	195	–	–	0.01%	168
2024 Q3	$11.6K	Hold	195	–	–	0.01%	171
2024 Q2	$11K	Hold	195	–	–	0.01%	151
2024 Q1	$10.9K	Hold	195	–	–	0.01%	149
2023 Q4	$10.4K	Hold	195	–	–	0.01%	146
2023 Q3	$9.63K	Hold	195	–	–	0.01%	137
2023 Q2	$10K	Buy	+195	New	+$9.81K	0.01%	138
2022 Q4	$9.2K	Buy	+195	New	+$9.18K	0.01%	133

Other funds holding AOR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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 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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

Sanctuary Wealth Management held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q4 2024 at 195 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #168.

Sanctuary Wealth Management first reported a position in AOR in Q4 2022 and has held it in 8 quarters since. The position peaked at $11.6K in Q3 2024. 357 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

Sanctuary Wealth Management held 195 shares of iShares Core 60/40 Balanced Allocation ETF worth $11.2K as of Q4 2024.
Sanctuary Wealth Management left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q4 2024.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #168 holding.
Sanctuary Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 8 quarters since.
Sanctuary Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $11.6K in Q3 2024.
357 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.