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Voya Financial Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Voya Financial Advisors’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
2017
Q2 		– Sell
-7,542
Closed -$320K – 501
2017
Q1 		$320K Buy
+7,542
New +$314K 0.02% 374

Other funds holding AOR

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
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Voya Financial Advisors's AOR Position: Q2 2017 in Review

Voya Financial Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2017, closing a stake of 7,542 shares — an estimated $320K sold.

Voya Financial Advisors first reported a position in AOR in Q1 2017 and held it in 1 quarter. The position peaked at $320K in Q1 2017. 112 funds tracked by Wall St. Rank hold AOR as of Q2 2017.

  • Voya Financial Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2017 after selling out during the quarter.
  • Voya Financial Advisors sold 7,542 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2017, an estimated $320K.
  • Voya Financial Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2017 and held it in 1 quarter.
  • Voya Financial Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $320K in Q1 2017.
  • 112 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2017.

Based on Voya Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.