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Brio Consultants’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Brio Consultants’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 		$752K Buy
11,067
+997
+10% +$65.7K 0.09% 86
2025
Q4 		$655K Sell
10,070
-1,777
-15% -$115K 0.09% 87
2025
Q3 		$763K Buy
11,847
+99
+0.8% +$6.19K 0.1% 80
2025
Q2 		$723K Buy
11,748
+1,364
+13% +$79.7K 0.11% 77
2025
Q1 		$598K Buy
10,384
+716
+7% +$41.7K 0.09% 72
2024
Q4 		$554K Buy
9,668
+1,369
+16% +$80.2K 0.09% 77
2024
Q3 		$492K Buy
8,299
+542
+7% +$31.1K 0.08% 77
2024
Q2 		$437K Buy
7,757
+2,045
+36% +$113K 0.07% 74
2024
Q1 		$318K Buy
+5,712
New +$308K 0.05% 84

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 $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Brio Consultants's AOR Position: Q1 2026 in Review

Brio Consultants increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 9.9% in Q1 2026, buying an estimated $65.7K and bringing the position to 11,067 shares worth $752K. The position accounts for 0.09% of the portfolio, ranked #86.

Brio Consultants first reported a position in AOR in Q1 2024 and has held it in 9 quarters since. The position peaked at $763K in Q3 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Brio Consultants held 11,067 shares of iShares Core 60/40 Balanced Allocation ETF worth $752K as of Q1 2026.
  • Brio Consultants bought 997 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $65.7K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.09% of Brio Consultants's portfolio in Q1 2026, its #86 holding.
  • Brio Consultants first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2024 and has held it in 9 quarters since.
  • Brio Consultants's iShares Core 60/40 Balanced Allocation ETF position peaked at $763K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.