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

Congress 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	$217K	Hold	3,526	–	–	﹤0.01%	1135
2025 Q1	$203K	Hold	3,526	–	–	﹤0.01%	1032
2024 Q4	$202K	Sell	3,526 -1	-0%	-$59	﹤0.01%	857
2024 Q3	$209K	Buy	+3,527	New	+$202K	﹤0.01%	811
2022 Q2	–	Sell	-5,773	Closed	-$311K	–	553
2022 Q1	$311K	Sell	5,773 -27	-0.5%	-$1.47K	0.01%	510
2021 Q4	$332K	Buy	+5,800	New	+$329K	0.01%	517

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

Congress Wealth Management's AOR Position: Q2 2025 in Review

Congress Wealth Management held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2025 at 3,526 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Congress Wealth Management first reported a position in AOR in Q4 2021 and has held it in 6 quarters since. The position peaked at $332K in Q4 2021. 367 funds tracked by Wall St. Rank hold AOR as of Q2 2025.

Congress Wealth Management held 3,526 shares of iShares Core 60/40 Balanced Allocation ETF worth $217K as of Q2 2025.
Congress Wealth Management left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q2 2025.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1135 holding.
Congress Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 6 quarters since.
Congress Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $332K in Q4 2021.
367 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.