Atlas Private Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Atlas Private Wealth 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
2025 Q3	–	Sell	-4,560	Closed	-$281K	–	141
2025 Q2	$281K	Buy	4,560 +508	+13%	+$29.7K	0.04%	166
2025 Q1	$233K	Sell	4,052 -801	-17%	-$46.6K	0.03%	166
2024 Q4	$278K	Buy	+4,853	New	+$284K	0.04%	138
2021 Q4	–	Sell	-2,535	Closed	-$141K	–	183
2021 Q3	$141K	Sell	2,535 -167	-6%	-$9.42K	0.07%	152
2021 Q2	$151K	Buy	2,702 +182	+7%	+$10.1K	0.08%	130
2021 Q1	$135K	Sell	2,520 -701	-22%	-$37.3K	0.08%	135
2020 Q4	$168K	Buy	3,221 +43	+1%	+$2.16K	0.11%	116
2020 Q3	$154K	Sell	3,178 -1,051	-25%	-$50.7K	0.13%	111
2020 Q2	$196K	Buy	+4,229	New	+$188K	0.17%	109

Other funds holding AOR

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

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

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

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Atlas Private Wealth Advisors's AOR Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2025, closing a stake of 4,560 shares — an estimated $281K sold.

Atlas Private Wealth Advisors first reported a position in AOR in Q2 2020 and held it in 9 quarters. The position peaked at $281K in Q2 2025. 387 funds tracked by Wall St. Rank hold AOR as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 4,560 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2025, an estimated $281K.
Atlas Private Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2020 and held it in 9 quarters.
Atlas Private Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $281K in Q2 2025.
387 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.