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First Foundation Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

First Foundation Advisors’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
Q2 		$5.51M Buy
79,255
+4,063
+5% +$277K 0.2% 76
2026
Q1 		$4.84M Sell
75,192
-1,379
-2% -$90.9K 0.19% 81
2025
Q4 		$4.98M Buy
76,571
+2,295
+3% +$149K 0.19% 83
2025
Q3 		$4.78M Buy
74,276
+2,070
+3% +$129K 0.18% 86
2025
Q2 		$4.45M Buy
72,206
+214
+0.3% +$12.5K 0.16% 92
2025
Q1 		$4.14M Sell
71,992
-2,888
-4% -$168K 0.17% 92
2024
Q4 		$4.29M Buy
74,880
+2,779
+4% +$163K 0.16% 94
2024
Q3 		$4.27M Buy
72,101
+6,150
+9% +$353K 0.16% 86
2024
Q2 		$3.71M Sell
65,951
-158
-0.2% -$8.73K 0.14% 89
2024
Q1 		$3.68M Buy
66,109
+5,845
+10% +$315K 0.15% 82
2023
Q4 		$3.21M Buy
60,264
+8,042
+15% +$406K 0.15% 88
2023
Q3 		$2.58M Sell
52,222
-9,362
-15% -$477K 0.12% 105
2023
Q2 		$3.17M Sell
61,584
-914
-1% -$46K 0.14% 100
2023
Q1 		$3.13M Sell
62,498
-19,181
-23% -$944K 0.14% 99
2022
Q4 		$3.85M Buy
+81,679
New +$3.84M 0.18% 90

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

First Foundation Advisors's AOR Position: Q2 2026 in Review

First Foundation Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 5.4% in Q2 2026, buying an estimated $277K and bringing the position to 79,255 shares worth $5.51M. The position accounts for 0.2% of the portfolio, ranked #76.

First Foundation Advisors first reported a position in AOR in Q4 2022 and has held it in 15 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • First Foundation Advisors held 79,255 shares of iShares Core 60/40 Balanced Allocation ETF worth $5.51M as of Q2 2026.
  • First Foundation Advisors bought 4,063 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $277K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.2% of First Foundation Advisors's portfolio in Q2 2026, its #76 holding.
  • First Foundation Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 15 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.