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

Essential 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
Q1 		– Sell
-62,064
Closed -$3.63M – 91
2024
Q4 		$3.63M Buy
+62,064
New +$3.63M 0.02% 144

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essential Planning's AOR Position: Q1 2025 in Review

Essential Planning sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2025, closing a stake of 62,064 shares — an estimated $3.63M sold.

Essential Planning first reported a position in AOR in Q4 2024 and held it in 1 quarter. The position peaked at $3.63M in Q4 2024. 351 funds tracked by Wall St. Rank hold AOR as of Q1 2025.

  • Essential Planning reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 62,064 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2025, an estimated $3.63M.
  • Essential Planning first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares Core 60/40 Balanced Allocation ETF position peaked at $3.63M in Q4 2024.
  • 351 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.