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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,630
Closed -$91K 203
2021
Q2
$91K Buy
+1,630
New +$90K 0.03% 138
2020
Q1
Sell
-1,612
Closed -$67K 728
2019
Q4
$67K Buy
+1,612
New +$75.5K 0.01% 336

Other funds holding AOR

tru Independence's AOR Position: Q3 2021 in Review

tru Independence sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2021, closing a stake of 1,630 shares — an estimated $91K sold.

tru Independence first reported a position in AOR in Q4 2019 and held it in 2 quarters. The position peaked at $91K in Q2 2021. 263 funds tracked by Wall St. Rank hold AOR as of Q3 2021.

  • tru Independence reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • tru Independence sold 1,630 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2021, an estimated $91K.
  • tru Independence first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and held it in 2 quarters.
  • tru Independence's iShares Core 60/40 Balanced Allocation ETF position peaked at $91K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.