EWM
AOR icon

Executive Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Executive Wealth Management’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
2024
Q4 		$606K Hold
10,572
– – 0.05% 153
2024
Q3 		$626K Buy
+10,572
New +$606K 0.05% 153

Other funds holding AOR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Executive Wealth Management's AOR Position: Q4 2024 in Review

Executive Wealth Management held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q4 2024 at 10,572 shares worth $606K. The position accounts for 0.05% of the portfolio, ranked #153.

Executive Wealth Management first reported a position in AOR in Q3 2024 and has held it in 2 quarters since. The position peaked at $626K in Q3 2024. 357 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

  • Executive Wealth Management held 10,572 shares of iShares Core 60/40 Balanced Allocation ETF worth $606K as of Q4 2024.
  • Executive Wealth Management left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q4 2024.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.05% of Executive Wealth Management's portfolio in Q4 2024, its #153 holding.
  • Executive Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2024 and has held it in 2 quarters since.
  • Executive Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $626K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.