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BlueStem Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

BlueStem Wealth Partners’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 		$3.95M Sell
61,347
-236
-0.4% -$15.6K 0.44% 36
2025
Q4 		$4M Sell
61,583
-7,809
-11% -$507K 0.44% 35
2025
Q3 		$4.47M Buy
69,392
+397
+0.6% +$24.8K 0.51% 31
2025
Q2 		$4.25M Sell
68,995
-4,899
-7% -$286K 0.52% 29
2025
Q1 		$4.25M Sell
73,894
-2,971
-4% -$173K 0.58% 24
2024
Q4 		$4.41M Buy
+76,865
New +$4.5M 0.58% 25

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

BlueStem Wealth Partners's AOR Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.38% in Q1 2026, selling an estimated $15.6K and leaving 61,347 shares worth $3.95M. The position accounts for 0.44% of the portfolio, ranked #36.

BlueStem Wealth Partners first reported a position in AOR in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.47M in Q3 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • BlueStem Wealth Partners held 61,347 shares of iShares Core 60/40 Balanced Allocation ETF worth $3.95M as of Q1 2026.
  • BlueStem Wealth Partners sold 236 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $15.6K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.44% of BlueStem Wealth Partners's portfolio in Q1 2026, its #36 holding.
  • BlueStem Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 6 quarters since.
  • BlueStem Wealth Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $4.47M in Q3 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.