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

DHJJ Financial 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 		$29.6K Hold
460
– – 0.01% 482
2025
Q4 		$29.9K Hold
460
– – 0.01% 462
2025
Q3 		$29.6K Hold
460
– – 0.01% 443
2025
Q2 		$28.3K Sell
460
-7
-1% -$409 0.01% 429
2025
Q1 		$26.9K Sell
467
-113
-19% -$6.58K 0.01% 400
2024
Q4 		$33.2K Sell
580
-15
-3% -$878 0.01% 363
2024
Q3 		$35.2K Sell
595
-10
-2% -$573 0.01% 354
2024
Q2 		$34.1K Hold
605
– – 0.01% 319
2024
Q1 		$33.7K Sell
605
-135
-18% -$7.28K 0.01% 312
2023
Q4 		$39.4K Sell
740
-32
-4% -$1.61K 0.02% 284
2023
Q3 		$38.1K Buy
+772
New +$39.3K 0.02% 275

Other funds holding AOR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $1.47T 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 $501B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return