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Divergent Planning’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Divergent Planning’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
Q4 		$409K Buy
6,262
+174
+3% +$11.3K 0.1% 25
2025
Q3 		$393K Sell
6,088
-29
-0.5% -$1.81K 0.1% 26
2025
Q2 		$376K Buy
6,117
+141
+2% +$8.23K 0.11% 25
2025
Q1 		$336K Hold
5,976
– – 0.11% 23
2024
Q4 		$339K Buy
5,976
+363
+6% +$21.3K 0.12% 22
2024
Q3 		$330K Sell
5,613
-10
-0.2% -$573 0.12% 24
2024
Q2 		$317K Buy
5,623
+379
+7% +$20.9K 0.13% 21
2024
Q1 		$291K Sell
5,244
-411
-7% -$22.2K 0.12% 21
2023
Q4 		$299K Sell
5,655
-310
-5% -$15.7K 0.14% 17
2023
Q3 		$293K Buy
5,965
+46
+0.8% +$2.34K 0.16% 15
2023
Q2 		$305K Sell
5,919
-7
-0.1% -$352 0.16% 18
2023
Q1 		$296K Buy
5,926
+166
+3% +$8.17K 0.17% 16
2022
Q4 		$272K Sell
5,760
-1,213
-17% -$57.1K 0.17% 18
2022
Q3 		$312K Sell
6,973
-559
-7% -$27.1K 0.23% 18
2022
Q2 		$362K Buy
7,532
+146
+2% +$7.35K 0.26% 13
2022
Q1 		$400K Buy
7,386
+701
+10% +$38.2K 0.26% 13
2021
Q4 		$382K Buy
6,685
+27
+0.4% +$1.53K 0.28% 12
2021
Q3 		$369K Buy
6,658
+170
+3% +$9.59K 0.3% 11
2021
Q2 		$361K Buy
6,488
+279
+4% +$15.4K 0.29% 11
2021
Q1 		$341K Sell
6,209
-1,375
-18% -$73.1K 0.29% 10
2020
Q4 		$396K Buy
+7,584
New +$382K 0.38% 10

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Divergent Planning's AOR Position: Q4 2025 in Review

Divergent Planning increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 2.9% in Q4 2025, buying an estimated $11.3K and bringing the position to 6,262 shares worth $409K. The position accounts for 0.1% of the portfolio, ranked #25.

Divergent Planning first reported a position in AOR in Q4 2020 and has held it in 21 quarters since. 427 funds tracked by Wall St. Rank hold AOR as of Q4 2025.

  • Divergent Planning held 6,262 shares of iShares Core 60/40 Balanced Allocation ETF worth $409K as of Q4 2025.
  • Divergent Planning bought 174 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2025, an estimated $11.3K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.1% of Divergent Planning's portfolio in Q4 2025, its #25 holding.
  • Divergent Planning first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and has held it in 21 quarters since.
  • 427 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.