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

Arax Advisory 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
2026
Q1 		$240K Buy
3,729
+1,446
+63% +$95.3K 0.01% 989
2025
Q4 		$148K Buy
+2,283
New +$148K ﹤0.01% 1160
2025
Q3 		– Sell
-820
Closed -$50.5K – 3627
2025
Q2 		$50.5K Sell
820
-205
-20% -$12K ﹤0.01% 1230
2025
Q1 		$59K Sell
1,025
-22
-2% -$1.28K ﹤0.01% 898
2024
Q4 		$60K Sell
1,047
-54
-5% -$3.16K ﹤0.01% 845
2024
Q3 		$65.2K Sell
1,101
-122
-10% -$7K 0.01% 620
2024
Q2 		$68.9K Buy
1,223
+127
+12% +$7.02K 0.01% 561
2024
Q1 		$61K Buy
1,096
+18
+2% +$971 0.01% 458
2023
Q4 		$57.4K Sell
1,078
-12
-1% -$606 0.01% 454
2023
Q3 		$53.9K Buy
1,090
+38
+4% +$1.94K 0.01% 456
2023
Q2 		$54.1K Buy
1,052
+4
+0.4% +$201 0.01% 454
2023
Q1 		$52.4K Hold
1,048
– – 0.01% 454
2022
Q4 		$49.4K Buy
1,048
+81
+8% +$3.81K 0.01% 447
2022
Q3 		$43K Sell
967
-104
-10% -$5.04K 0.01% 450
2022
Q2 		$51K Buy
1,071
+134
+14% +$6.74K 0.01% 420
2022
Q1 		$51K Sell
937
-305
-25% -$16.6K 0.01% 449
2021
Q4 		$71K Sell
1,242
-103
-8% -$5.84K 0.01% 406
2021
Q3 		$75K Sell
1,345
-122
-8% -$6.88K 0.01% 388
2021
Q2 		$82K Buy
+1,467
New +$81K 0.01% 377
2020
Q4 		$81K Buy
1,559
+126
+9% +$6.34K 0.01% 330
2020
Q3 		$69K Buy
1,433
+16
+1% +$772 0.01% 323
2020
Q2 		$66K Sell
1,417
-706
-33% -$31.4K 0.01% 313
2020
Q1 		$88K Sell
2,123
-2,829
-57% -$130K 0.02% 250
2019
Q4 		$237K Buy
4,952
+1,410
+40% +$66K 0.07% 135
2019
Q3 		$163K Buy
3,542
+1,158
+49% +$52.9K 0.05% 177
2019
Q2 		$110K Buy
+2,384
New +$107K 0.04% 218
2018
Q4 		$39K Buy
956
+245
+34% +$10.5K 0.02% 297
2018
Q3 		$32K Buy
+711
New +$31.9K 0.01% 339

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Arax Advisory Partners's AOR Position: Q1 2026 in Review

Arax Advisory Partners increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 63% in Q1 2026, buying an estimated $95.3K and bringing the position to 3,729 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #989.

Arax Advisory Partners first reported a position in AOR in Q3 2018 and has held it in 28 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Arax Advisory Partners held 3,729 shares of iShares Core 60/40 Balanced Allocation ETF worth $240K as of Q1 2026.
  • Arax Advisory Partners bought 1,446 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $95.3K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #989 holding.
  • Arax Advisory Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2018 and has held it in 28 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.