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Unique Wealth Strategies’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-1,446
Closed -$80.5K – 233
2024
Q2 		$80.5K Buy
+1,446
New +$79.9K 0.04% 220

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Unique Wealth Strategies's AOR Position: Q3 2024 in Review

Unique Wealth Strategies sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2024, closing a stake of 1,446 shares — an estimated $80.5K sold.

Unique Wealth Strategies first reported a position in AOR in Q2 2024 and held it in 1 quarter. The position peaked at $80.5K in Q2 2024. 341 funds tracked by Wall St. Rank hold AOR as of Q3 2024.

  • Unique Wealth Strategies reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,446 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2024, an estimated $80.5K.
  • Unique Wealth Strategies first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's iShares Core 60/40 Balanced Allocation ETF position peaked at $80.5K in Q2 2024.
  • 341 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.