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AOR icon

TCWP’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

TCWP’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
-4,726
Closed -$211K – 258
2022
Q3 		$211K Buy
+4,726
New +$229K 0.04% 251

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

TCWP's AOR Position: Q4 2022 in Review

TCWP sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2022, closing a stake of 4,726 shares — an estimated $211K sold.

TCWP first reported a position in AOR in Q3 2022 and held it in 1 quarter. The position peaked at $211K in Q3 2022. 318 funds tracked by Wall St. Rank hold AOR as of Q4 2022.

  • TCWP reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • TCWP sold 4,726 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2022, an estimated $211K.
  • TCWP first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2022 and held it in 1 quarter.
  • TCWP's iShares Core 60/40 Balanced Allocation ETF position peaked at $211K in Q3 2022.
  • 318 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2022.

Based on TCWP's 13F filing for Q4 2022, filed 13 Feb 2023.