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

FFT 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
2025 Q1	–	Sell	-8,947	Closed	-$513K	–	111
2024 Q4	$513K	Hold	8,947	–	–	0.04%	91
2024 Q3	$530K	Hold	8,947	–	–	0.04%	82
2024 Q2	$504K	Hold	8,947	–	–	0.04%	77
2024 Q1	$498K	Hold	8,947	–	–	0.04%	77
2023 Q4	$476K	Hold	8,947	–	–	0.04%	62
2023 Q3	$442K	Hold	8,947	–	–	0.06%	49
2023 Q2	$460K	Buy	8,947 +570	+7%	+$28.7K	0.06%	45
2023 Q1	$419K	Buy	+8,377	New	+$412K	0.05%	48

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FFT Wealth Management's AOR Position: Q1 2025 in Review

FFT Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2025, closing a stake of 8,947 shares — an estimated $513K sold.

FFT Wealth Management first reported a position in AOR in Q1 2023 and held it in 8 quarters. The position peaked at $530K in Q3 2024. 351 funds tracked by Wall St. Rank hold AOR as of Q1 2025.

FFT Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2025 after selling out during the quarter.
FFT Wealth Management sold 8,947 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2025, an estimated $513K.
FFT Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2023 and held it in 8 quarters.
FFT Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $530K in Q3 2024.
351 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.