Coppell Advisory Solutions’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-23	Closed	-$1.32K	–	405
2024 Q4	$1.32K	Hold	23	–	–	﹤0.01%	1608
2024 Q3	$1.36K	Hold	23	–	–	﹤0.01%	1522
2024 Q2	$1.29K	Buy	+23	New	+$1.27K	﹤0.01%	1460
2023 Q4	$7.5K	Buy	141 +118	+513%	+$5.96K	﹤0.01%	1007
2023 Q3	$1.08K	Hold	23	–	–	﹤0.01%	930
2023 Q2	$1.18K	Buy	+23	New	+$1.16K	﹤0.01%	1112
2023 Q1	–	Sell	-23	Closed	-$1.08K	–	247
2022 Q4	$1.08K	Buy	+23	New	+$1.08K	﹤0.01%	932

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

LGA

Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Coppell Advisory Solutions's AOR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2025, closing a stake of 23 shares — an estimated $1.32K sold.

Coppell Advisory Solutions first reported a position in AOR in Q4 2022 and held it in 7 quarters. The position peaked at $7.5K in Q4 2023. 351 funds tracked by Wall St. Rank hold AOR as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 23 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2025, an estimated $1.32K.
Coppell Advisory Solutions first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's iShares Core 60/40 Balanced Allocation ETF position peaked at $7.5K in Q4 2023.
351 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.