Cahaba Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Cahaba Wealth 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
2026 Q1	$683K	Buy	10,607 +509	+5%	+$33.6K	0.05%	74
2025 Q4	$656K	Buy	10,098 +1	+0%	+$65	0.05%	77
2025 Q3	$650K	Buy	10,097 +1	+0%	+$63	0.05%	78
2025 Q2	$622K	Sell	10,096 -1,373	-12%	-$80.2K	0.05%	79
2025 Q1	$660K	Hold	11,469	–	–	0.05%	75
2024 Q4	$657K	Sell	11,469 -1,655	-13%	-$96.9K	0.05%	75
2024 Q3	$777K	Sell	13,124 -122	-0.9%	-$7K	0.06%	66
2024 Q2	$746K	Sell	13,246 -668	-5%	-$36.9K	0.07%	63
2024 Q1	$775K	Sell	13,914 -976	-7%	-$52.6K	0.07%	64
2023 Q4	$792K	Sell	14,890 -359	-2%	-$18.1K	0.08%	58
2023 Q3	$753K	Sell	15,249 -1,339	-8%	-$68.2K	0.08%	58
2023 Q2	$853K	Sell	16,588 -1,099	-6%	-$55.3K	0.09%	52
2023 Q1	$885K	Sell	17,687 -698	-4%	-$34.3K	0.1%	48
2022 Q4	$867K	Sell	18,385 -4,725	-20%	-$222K	0.11%	47
2022 Q3	$1.03M	Buy	23,110 +160	+0.7%	+$7.75K	0.14%	42
2022 Q2	$1.1M	Sell	22,950 -1,468	-6%	-$73.9K	0.16%	39
2022 Q1	$1.23M	Buy	24,418 +868	+4%	+$47.3K	0.17%	41
2021 Q4	$1.34M	Buy	23,550 +1,074	+5%	+$60.9K	0.18%	38
2021 Q3	$1.25M	Sell	22,476 -1,408	-6%	-$79.4K	0.18%	41
2021 Q2	$1.34M	Sell	23,884 -5,351	-18%	-$296K	0.21%	33
2021 Q1	$1.56M	Sell	29,235 -442	-1%	-$23.5K	0.24%	33
2020 Q4	$1.58M	Sell	29,677 -3,947	-12%	-$199K	0.26%	34
2020 Q3	$1.63M	Sell	33,624 -1,720	-5%	-$82.9K	0.32%	33
2020 Q2	$1.7M	Buy	35,344 +3,698	+12%	+$164K	0.35%	28
2020 Q1	$1.31M	Sell	31,646 -2,561	-7%	-$118K	0.33%	32
2019 Q4	$1.64M	Buy	34,207 +2,094	+7%	+$98.1K	0.36%	30
2019 Q3	$1.48M	Sell	32,113 -2,421	-7%	-$111K	0.35%	31
2019 Q2	$1.59M	Buy	34,534 +837	+2%	+$37.7K	0.4%	29
2019 Q1	$1.51M	Sell	33,697 -444	-1%	-$19.3K	0.41%	28
2018 Q4	$1.41M	Buy	+34,141	New	+$1.46M	0.44%	32

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cahaba Wealth Management's AOR Position: Q1 2026 in Review

Cahaba Wealth Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 5% in Q1 2026, buying an estimated $33.6K and bringing the position to 10,607 shares worth $683K. The position accounts for 0.05% of the portfolio, ranked #74.

Cahaba Wealth Management first reported a position in AOR in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.7M in Q2 2020. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Cahaba Wealth Management held 10,607 shares of iShares Core 60/40 Balanced Allocation ETF worth $683K as of Q1 2026.
Cahaba Wealth Management bought 509 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $33.6K.
iShares Core 60/40 Balanced Allocation ETF made up 0.05% of Cahaba Wealth Management's portfolio in Q1 2026, its #74 holding.
Cahaba Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2018 and has held it in 30 quarters since.
Cahaba Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.7M in Q2 2020.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.