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

Atria Wealth Solutions’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
Q2 		$506K Sell
8,216
-7,350
-47% -$429K 0.01% 906
2025
Q1 		$896K Buy
15,566
+845
+6% +$49.2K 0.01% 932
2024
Q4 		$844K Buy
14,721
+1,212
+9% +$71K 0.01% 998
2024
Q3 		$800K Buy
13,509
+183
+1% +$10.5K 0.01% 1007
2024
Q2 		$751K Buy
13,326
+6,517
+96% +$360K 0.01% 1025
2024
Q1 		$379K Buy
6,809
+112
+2% +$6.04K ﹤0.01% 1399
2023
Q4 		$356K Buy
6,697
+75
+1% +$3.79K ﹤0.01% 1381
2023
Q3 		$327K Sell
6,622
-6,497
-50% -$331K ﹤0.01% 1358
2023
Q2 		$675K Sell
13,119
-357
-3% -$18K 0.01% 1024
2023
Q1 		$674K Sell
13,476
-22,775
-63% -$1.12M 0.01% 980
2022
Q4 		$1.71M Buy
36,251
+23,675
+188% +$1.11M 0.03% 571
2022
Q3 		$563K Sell
12,576
-6,030
-32% -$292K 0.01% 962
2022
Q2 		$893K Buy
18,606
+8,409
+82% +$423K 0.02% 743
2022
Q1 		$550K Buy
+10,197
New +$555K 0.01% 1012

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

Atria Wealth Solutions's AOR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 47% in Q2 2025, selling an estimated $429K and leaving 8,216 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #906.

Atria Wealth Solutions first reported a position in AOR in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.71M in Q4 2022. 367 funds tracked by Wall St. Rank hold AOR as of Q2 2025.

  • Atria Wealth Solutions held 8,216 shares of iShares Core 60/40 Balanced Allocation ETF worth $506K as of Q2 2025.
  • Atria Wealth Solutions sold 7,350 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2025, an estimated $429K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #906 holding.
  • Atria Wealth Solutions first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.71M in Q4 2022.
  • 367 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.