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

Capital A 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
2025
Q2 		– Sell
-568
Closed -$32.7K – 439
2025
Q1 		$32.7K Sell
568
-128
-18% -$7.45K 0.03% 183
2024
Q4 		$39.9K Buy
+696
New +$40.8K 0.07% 167

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Capital A Wealth Management's AOR Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2025, closing a stake of 568 shares — an estimated $32.7K sold.

Capital A Wealth Management first reported a position in AOR in Q4 2024 and held it in 2 quarters. The position peaked at $39.9K in Q4 2024. 366 funds tracked by Wall St. Rank hold AOR as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 568 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2025, an estimated $32.7K.
  • Capital A Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $39.9K in Q4 2024.
  • 366 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.