BluePointe Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

BluePointe Capital Management’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 Q1	$1.3M	Buy	+22,555	New	+$1.31M	0.49%	53

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BluePointe Capital Management's AOR Position: Q1 2025 in Review

BluePointe Capital Management opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2025: 22,555 shares worth $1.3M. The stake represents 0.49% of the portfolio and ranks #53 among its holdings.

352 funds tracked by Wall St. Rank hold AOR as of Q1 2025.

BluePointe Capital Management held 22,555 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.3M as of Q1 2025.
iShares Core 60/40 Balanced Allocation ETF was a new BluePointe Capital Management position in Q1 2025.
iShares Core 60/40 Balanced Allocation ETF made up 0.49% of BluePointe Capital Management's portfolio in Q1 2025, its #53 holding.
352 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.