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

WealthShield Partners’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
2021 Q3	–	Sell	-449	Closed	-$25K	–	263
2021 Q2	$25K	Hold	449	–	–	﹤0.01%	611
2021 Q1	$24K	Buy	+449	New	+$23.9K	﹤0.01%	621

Other funds holding AOR

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

WealthShield Partners's AOR Position: Q3 2021 in Review

WealthShield Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2021, closing a stake of 449 shares — an estimated $25K sold.

WealthShield Partners first reported a position in AOR in Q1 2021 and held it in 2 quarters. The position peaked at $25K in Q2 2021. 263 funds tracked by Wall St. Rank hold AOR as of Q3 2021.

WealthShield Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 449 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2021, an estimated $25K.
WealthShield Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2021 and held it in 2 quarters.
WealthShield Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $25K in Q2 2021.
263 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.