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

Sugarloaf 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 Q1	–	Sell	-700	Closed	-$37.2K	–	676
2023 Q4	$37.2K	Hold	700	–	–	0.01%	317
2023 Q3	$34.6K	Hold	700	–	–	0.01%	328
2023 Q2	$36K	Hold	700	–	–	0.01%	329
2023 Q1	$35K	Sell	700 -23	-3%	-$1.13K	0.01%	331
2022 Q4	$34.1K	Sell	723 -60	-8%	-$2.82K	0.01%	334
2022 Q3	$36K	Buy	783 +60	+8%	+$2.91K	0.01%	338
2022 Q2	$35K	Hold	723	–	–	0.01%	342
2022 Q1	$39K	Hold	723	–	–	0.01%	312
2021 Q4	$41K	Hold	723	–	–	0.01%	318
2021 Q3	$40K	Hold	723	–	–	0.01%	307
2021 Q2	$40K	Buy	723 +690	+2,091%	+$38.1K	0.01%	305
2021 Q1	$58	Sell	33 -1,057	-97%	-$56.2K	0.02%	249
2020 Q4	$57K	Buy	1,090 +2	+0.2%	+$101	0.02%	238
2020 Q3	$53K	Hold	1,088	–	–	0.02%	230
2020 Q2	$50K	Hold	1,088	–	–	0.02%	232
2020 Q1	$45K	Hold	1,088	–	–	0.02%	233
2019 Q4	$52K	Buy	+1,088	New	+$51K	0.02%	241

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 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

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

GAA

Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return

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

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

Sugarloaf Wealth Management's AOR Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2024, closing a stake of 700 shares — an estimated $37.2K sold.

Sugarloaf Wealth Management first reported a position in AOR in Q4 2019 and held it in 17 quarters. The position peaked at $57K in Q4 2020. 326 funds tracked by Wall St. Rank hold AOR as of Q1 2024.

Sugarloaf Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 700 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2024, an estimated $37.2K.
Sugarloaf Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and held it in 17 quarters.
Sugarloaf Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $57K in Q4 2020.
326 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.