Burt Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.12M | Sell |
63,984
-92
| -0.1% | -$5.75K | 1.01% | 22 |
|
|
2025
Q2 | $3.95M | Sell |
64,076
-375
| -0.6% | -$21.9K | 0.9% | 24 |
|
|
2025
Q1 | $3.71M | Sell |
64,451
-854
| -1% | -$49.7K | 0.93% | 22 |
|
|
2024
Q4 | $3.74M | Sell |
65,305
-150
| -0.2% | -$8.78K | 0.95% | 21 |
|
|
2024
Q3 | $3.88M | Sell |
65,455
-200
| -0.3% | -$11.5K | 0.95% | 20 |
|
|
2024
Q2 | $3.7M | Sell |
65,655
-921
| -1% | -$50.9K | 0.97% | 20 |
|
|
2024
Q1 | $3.71M | Sell |
66,576
-801
| -1% | -$43.2K | 0.94% | 21 |
|
|
2023
Q4 | $3.58M | Buy |
67,377
+474
| +0.7% | +$23.9K | 1.02% | 20 |
|
|
2023
Q3 | $3.31M | Sell |
66,903
-53
| -0.1% | -$2.7K | 1.02% | 20 |
|
|
2023
Q2 | $3.44M | Buy |
66,956
+3
| +0% | +$151 | 1.04% | 17 |
|
|
2023
Q1 | $3.35M | Buy |
66,953
+6
| +0% | +$295 | 1.04% | 17 |
|
|
2022
Q4 | $3.16M | Buy |
66,947
+50,157
| +299% | +$2.36M | 1.06% | 16 |
|
|
2022
Q3 | $752K | Sell |
16,790
-4,631
| -22% | -$224K | 0.3% | 25 |
|
|
2022
Q2 | $1.03M | Sell |
21,421
-3,314
| -13% | -$167K | 0.36% | 22 |
|
|
2022
Q1 | $1.33M | Sell |
24,735
-26,075
| -51% | -$1.42M | 0.4% | 24 |
|
|
2021
Q4 | $2.9M | Buy |
50,810
+2,025
| +4% | +$115K | 0.95% | 17 |
|
|
2021
Q3 | $2.71M | Buy |
48,785
+4
| +0% | +$226 | 0.86% | 17 |
|
|
2021
Q2 | $2.73M | Buy |
48,781
+2
| +0% | +$110 | 0.99% | 16 |
|
|
2021
Q1 | $2.61M | Sell |
48,779
-244
| -0.5% | -$13K | 0.96% | 16 |
|
|
2020
Q4 | $2.56M | Buy |
49,023
+5,095
| +12% | +$256K | 0.88% | 17 |
|
|
2020
Q3 | $2.13M | Buy |
43,928
+5
| +0% | +$241 | 0.8% | 18 |
|
|
2020
Q2 | $2.04M | Buy |
43,923
+1,217
| +3% | +$54.1K | 0.83% | 16 |
|
|
2020
Q1 | $1.77M | Buy |
42,706
+8,156
| +24% | +$374K | 0.79% | 16 |
|
|
2019
Q4 | $1.65M | Sell |
34,550
-3,192
| -8% | -$150K | 0.65% | 20 |
|
|
2019
Q3 | $1.74M | Buy |
37,742
+68
| +0.2% | +$3.1K | 0.72% | 17 |
|
|
2019
Q2 | $1.73M | Sell |
37,674
-346
| -0.9% | -$15.6K | 0.76% | 14 |
|
|
2019
Q1 | $1.7M | Sell |
38,020
-20,298
| -35% | -$882K | 0.77% | 14 |
|
|
2018
Q4 | $2.41M | Buy |
58,318
+21,432
| +58% | +$917K | 1.14% | 13 |
|
|
2018
Q3 | $1.67M | Buy |
36,886
+137
| +0.4% | +$6.14K | 0.76% | 14 |
|
|
2018
Q2 | $1.63M | Buy |
36,749
+3
| +0% | +$134 | 0.78% | 12 |
|
|
2018
Q1 | $1.64M | Buy |
36,746
+24
| +0.1% | +$1.08K | 0.83% | 13 |
|
|
2017
Q4 | $1.65M | Sell |
36,722
-1,582
| -4% | -$71.9K | 1.03% | 11 |
|
|
2017
Q3 | $1.72M | Buy |
38,304
+1,590
| +4% | +$70.2K | 1.12% | 10 |
|
|
2017
Q2 | $1.6M | Buy |
36,714
+3
| +0% | +$129 | 1.11% | 10 |
|
|
2017
Q1 | $1.56M | Buy |
36,711
+5
| +0% | +$208 | 1.12% | 10 |
|
|
2016
Q4 | $1.49M | Sell |
36,706
-212
| -0.6% | -$8.58K | 1.33% | 11 |
|
|
2016
Q3 | $1.52M | Buy |
36,918
+6
| +0% | +$244 | 1.62% | 7 |
|
|
2016
Q2 | $1.48M | Sell |
36,912
-372
| -1% | -$14.7K | 1.64% | 8 |
|
|
2016
Q1 | $1.47M | Sell |
37,284
-105,584
| -74% | -$4M | 1.34% | 8 |
|
|
2015
Q4 | $5.55M | Buy |
+142,868
| New | +$5.63M | 4.44% | 6 |
|
Other funds holding AOR
WAM
MFIM
AL
CWA
Burt Wealth Advisors's AOR Position: Q3 2025 in Review
Burt Wealth Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.14% in Q3 2025, selling an estimated $5.75K and leaving 63,984 shares worth $4.12M. The position accounts for 1.01% of the portfolio, ranked #22.
Burt Wealth Advisors first reported a position in AOR in Q4 2015 and has held it in 40 quarters since. The position peaked at $5.55M in Q4 2015. 387 funds tracked by Wall St. Rank hold AOR as of Q3 2025.
- Burt Wealth Advisors held 63,984 shares of iShares Core 60/40 Balanced Allocation ETF worth $4.12M as of Q3 2025.
- Burt Wealth Advisors sold 92 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2025, an estimated $5.75K.
- iShares Core 60/40 Balanced Allocation ETF made up 1.01% of Burt Wealth Advisors's portfolio in Q3 2025, its #22 holding.
- Burt Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2015 and has held it in 40 quarters since.
- Burt Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $5.55M in Q4 2015.
- 387 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.