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

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

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

First Foundation Advisors's AOR Position: Q1 2026 in Review

First Foundation Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.8% in Q1 2026, selling an estimated $90.9K and leaving 75,192 shares worth $4.84M. The position accounts for 0.19% of the portfolio, ranked #81.

First Foundation Advisors first reported a position in AOR in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.98M in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

First Foundation Advisors held 75,192 shares of iShares Core 60/40 Balanced Allocation ETF worth $4.84M as of Q1 2026.
First Foundation Advisors sold 1,379 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $90.9K.
iShares Core 60/40 Balanced Allocation ETF made up 0.19% of First Foundation Advisors's portfolio in Q1 2026, its #81 holding.
First Foundation Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 14 quarters since.
First Foundation Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $4.98M in Q4 2025.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.