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Western Pacific Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Western Pacific Wealth Management’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
Q2 		– Sell
-1,200
Closed -$64K – 194
2022
Q1 		$64K Hold
1,200
– – 0.05% 76
2021
Q4 		$68K Buy
+1,200
New +$68.1K 0.04% 86

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Pacific Wealth Management's AOR Position: Q2 2022 in Review

Western Pacific Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2022, closing a stake of 1,200 shares — an estimated $64K sold.

Western Pacific Wealth Management first reported a position in AOR in Q4 2021 and held it in 2 quarters. The position peaked at $68K in Q4 2021. 272 funds tracked by Wall St. Rank hold AOR as of Q2 2022.

  • Western Pacific Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Western Pacific Wealth Management sold 1,200 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2022, an estimated $64K.
  • Western Pacific Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and held it in 2 quarters.
  • Western Pacific Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $68K in Q4 2021.
  • 272 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2022.

Based on Western Pacific Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.