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

Wipfli 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
2022 Q3	$9K	Buy	+200	New	+$9.69K	﹤0.01%	1868

Other funds holding AOR

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWPG

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wipfli Financial Advisors's AOR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2022: 200 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1868 among its holdings.

258 funds tracked by Wall St. Rank hold AOR as of Q3 2022.

Wipfli Financial Advisors held 200 shares of iShares Core 60/40 Balanced Allocation ETF worth $9K as of Q3 2022.
iShares Core 60/40 Balanced Allocation ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1868 holding.
258 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.