Atria Investments’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Atria Investments’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 Q2	$410K	Buy	+5,899	New	+$402K	﹤0.01%	1637
2025 Q1	–	Sell	-11,784	Closed	-$675K	–	1898
2024 Q4	$675K	Buy	+11,784	New	+$690K	0.01%	1175
2023 Q1	–	Sell	-30,949	Closed	-$1.46M	–	815
2022 Q4	$1.46M	Sell	30,949 -1,745	-5%	-$82.1K	0.03%	621
2022 Q3	$1.46M	Sell	32,694 -39,899	-55%	-$1.93M	0.03%	587
2022 Q2	$3.48M	Sell	72,593 -101,171	-58%	-$5.09M	0.07%	338
2022 Q1	$9.38M	Buy	173,764 +33,817	+24%	+$1.84M	0.16%	154
2021 Q4	$7.99M	Buy	+139,947	New	+$7.94M	0.14%	177

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFIM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CWA

Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

Atria Investments's AOR Position: Q2 2026 in Review

Atria Investments opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 5,899 shares worth $410K. The stake represents ﹤0.01% of the portfolio and ranks #1637 among its holdings. This is a return to the name: Atria Investments previously reported a position in AOR as recently as Q4 2024.

Atria Investments first reported a position in AOR in Q4 2021 and has held it in 7 quarters since. The position peaked at $9.38M in Q1 2022. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Atria Investments held 5,899 shares of iShares Core 60/40 Balanced Allocation ETF worth $410K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Atria Investments position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1637 holding.
Atria Investments first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 7 quarters since.
Atria Investments's iShares Core 60/40 Balanced Allocation ETF position peaked at $9.38M in Q1 2022.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.