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

Crusonia Wealth 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	$299K	Sell	4,647 -1,733	-27%	-$114K	0.06%	159
2025 Q4	$415K	Buy	+6,380	New	+$414K	0.09%	122

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

Crusonia Wealth Advisors's AOR Position: Q1 2026 in Review

Crusonia Wealth Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 27% in Q1 2026, selling an estimated $114K and leaving 4,647 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #159.

Crusonia Wealth Advisors first reported a position in AOR in Q4 2025 and has held it in 2 quarters since. The position peaked at $415K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Crusonia Wealth Advisors held 4,647 shares of iShares Core 60/40 Balanced Allocation ETF worth $299K as of Q1 2026.
Crusonia Wealth Advisors sold 1,733 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $114K.
iShares Core 60/40 Balanced Allocation ETF made up 0.06% of Crusonia Wealth Advisors's portfolio in Q1 2026, its #159 holding.
Crusonia Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 2 quarters since.
Crusonia Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $415K in Q4 2025.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.