Focus Partners Wealth
AOR icon

Focus Partners Wealth’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Focus Partners Wealth’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 		$22M Sell
342,411
-15,232
-4% -$1M 0.02% 474
2025
Q4 		$23.3M Buy
357,643
+290,584
+433% +$18.9M 0.03% 449
2025
Q3 		$4.32M Buy
67,059
+14,653
+28% +$916K 0.01% 793
2025
Q2 		$3.23M Buy
52,406
+2,952
+6% +$172K 0.01% 790
2025
Q1 		$2.85M Sell
49,454
-1,143
-2% -$66.5K 0.01% 763
2024
Q4 		$2.9M Buy
+50,597
New +$2.96M 0.01% 755
2024
Q3 		– Sell
-94,606
Closed -$5.38M – 1575
2024
Q2 		$5.38M Buy
94,606
+45,703
+93% +$2.53M 0.02% 485
2024
Q1 		$2.72M Buy
+48,903
New +$2.64M 0.02% 432

Other funds holding AOR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $1.47T 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
Morgan Stanley
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return