Zimmermann Investment Management & Planning’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Zimmermann Investment Management & Planning’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 Q4	–	Sell	-6,974	Closed	-$413K	–	12
2024 Q3	$413K	Sell	6,974 -43	-0.6%	-$2.47K	0.13%	93
2024 Q2	$395K	Sell	7,017 -770	-10%	-$42.6K	0.13%	95
2024 Q1	$434K	Sell	7,787 -1,704	-18%	-$91.9K	0.16%	91
2023 Q4	$505K	Sell	9,491 -1,305	-12%	-$65.9K	0.21%	69
2023 Q3	$533K	Sell	10,796 -834	-7%	-$42.5K	0.26%	65
2023 Q2	$598K	Buy	11,630 +2,426	+26%	+$122K	0.28%	58
2023 Q1	$460K	Sell	9,204 -286	-3%	-$14.1K	0.24%	72
2022 Q4	$448K	Sell	9,490 -273	-3%	-$12.8K	0.26%	60
2022 Q3	$437K	Buy	+9,763	New	+$473K	0.27%	57

Other funds holding AOR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Zimmermann Investment Management & Planning's AOR Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2024, closing a stake of 6,974 shares — an estimated $413K sold.

Zimmermann Investment Management & Planning first reported a position in AOR in Q3 2022 and held it in 9 quarters. The position peaked at $598K in Q2 2023. 357 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 6,974 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2024, an estimated $413K.
Zimmermann Investment Management & Planning first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2022 and held it in 9 quarters.
Zimmermann Investment Management & Planning's iShares Core 60/40 Balanced Allocation ETF position peaked at $598K in Q2 2023.
357 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.