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Shilanski & Associates’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Shilanski & Associates’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
2022
Q4 		– Sell
-14,401
Closed -$645K – 118
2022
Q3 		$645K Buy
+14,401
New +$698K 0.24% 54

Other funds holding AOR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Shilanski & Associates's AOR Position: Q4 2022 in Review

Shilanski & Associates sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2022, closing a stake of 14,401 shares — an estimated $645K sold.

Shilanski & Associates first reported a position in AOR in Q3 2022 and held it in 1 quarter. The position peaked at $645K in Q3 2022. 318 funds tracked by Wall St. Rank hold AOR as of Q4 2022.

  • Shilanski & Associates reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 14,401 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2022, an estimated $645K.
  • Shilanski & Associates first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's iShares Core 60/40 Balanced Allocation ETF position peaked at $645K in Q3 2022.
  • 318 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.