Envestnet Portfolio Solutions
AOR icon

Envestnet Portfolio Solutions’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Envestnet Portfolio 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
2026
Q1 		– Sell
-9,123
Closed -$593K – 1298
2025
Q4 		$593K Buy
9,123
+109
+1% +$7.07K ﹤0.01% 984
2025
Q3 		$580K Hold
9,014
– – ﹤0.01% 965
2025
Q2 		$555K Sell
9,014
-2,818
-24% -$165K ﹤0.01% 1050
2025
Q1 		$681K Buy
11,832
+1,761
+17% +$103K ﹤0.01% 931
2024
Q4 		$577K Buy
10,071
+1,057
+12% +$61.9K ﹤0.01% 1167
2024
Q3 		$534K Sell
9,014
-210
-2% -$12K ﹤0.01% 1172
2024
Q2 		$519K Sell
9,224
-248
-3% -$13.7K ﹤0.01% 1123
2024
Q1 		$527K Sell
9,472
-997
-10% -$53.8K ﹤0.01% 1102
2023
Q4 		$557K Buy
10,469
+2,689
+35% +$136K ﹤0.01% 1003
2023
Q3 		$384K Buy
+7,780
New +$396K ﹤0.01% 1103

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $337M AUM 37.76% 1-Year Est. Return

Envestnet Portfolio Solutions's AOR Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 9,123 shares — an estimated $593K sold.

Envestnet Portfolio Solutions first reported a position in AOR in Q3 2023 and held it in 10 quarters. The position peaked at $681K in Q1 2025. 410 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 9,123 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $593K.
  • Envestnet Portfolio Solutions first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's iShares Core 60/40 Balanced Allocation ETF position peaked at $681K in Q1 2025.
  • 410 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.