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Crewe Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Crewe Advisors’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 		– Sell
-73
Closed -$4.75K – 1044
2025
Q4 		$4.75K Hold
73
– – ﹤0.01% 735
2025
Q3 		$4.7K Hold
73
– – ﹤0.01% 739
2025
Q2 		$4.5K Buy
+73
New +$4.26K ﹤0.01% 540

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
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

Crewe Advisors's AOR Position: Q1 2026 in Review

Crewe Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 73 shares — an estimated $4.75K sold.

Crewe Advisors first reported a position in AOR in Q2 2025 and held it in 3 quarters. The position peaked at $4.75K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Crewe Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Crewe Advisors sold 73 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $4.75K.
  • Crewe Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2025 and held it in 3 quarters.
  • Crewe Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $4.75K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.