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Atomi Financial Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Atomi Financial Group’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 		$343K Sell
5,334
-1
-0% -$66 0.01% 884
2025
Q4 		$347K Buy
5,335
+285
+6% +$18.5K 0.01% 866
2025
Q3 		$325K Buy
5,050
+136
+3% +$8.51K 0.01% 848
2025
Q2 		$303K Buy
+4,914
New +$287K 0.01% 811

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 $3.51B AUM 13.98% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Atomi Financial Group's AOR Position: Q1 2026 in Review

Atomi Financial Group reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.02% in Q1 2026, selling an estimated $66 and leaving 5,334 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #884.

Atomi Financial Group first reported a position in AOR in Q2 2025 and has held it in 4 quarters since. The position peaked at $347K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Atomi Financial Group held 5,334 shares of iShares Core 60/40 Balanced Allocation ETF worth $343K as of Q1 2026.
  • Atomi Financial Group sold 1 iShares Core 60/40 Balanced Allocation ETF share in Q1 2026, an estimated $66.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #884 holding.
  • Atomi Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2025 and has held it in 4 quarters since.
  • Atomi Financial Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $347K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.