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Foundations Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Foundations Investment 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 		$22.8M Buy
353,886
+32,153
+10% +$2.12M 0.28% 85
2025
Q4 		$20.9M Buy
321,733
+21,400
+7% +$1.39M 0.27% 82
2025
Q3 		$19.3M Buy
300,333
+11,901
+4% +$744K 0.28% 82
2025
Q2 		$17.8M Buy
288,432
+26,631
+10% +$1.56M 0.28% 89
2025
Q1 		$15.1M Buy
261,801
+26,029
+11% +$1.52M 0.28% 92
2024
Q4 		$13.5M Buy
235,772
+31,465
+15% +$1.84M 0.26% 87
2024
Q3 		$12.1M Buy
204,307
+24,354
+14% +$1.4M 0.25% 89
2024
Q2 		$10.1M Buy
179,953
+168,375
+1,454% +$9.31M 0.25% 81
2024
Q1 		$645K Buy
11,578
+6,482
+127% +$350K 0.02% 413
2023
Q4 		$273K Buy
5,096
+837
+20% +$42.3K 0.01% 575
2023
Q3 		$210K Buy
+4,259
New +$217K 0.01% 604
2019
Q3 		– Sell
-9,904
Closed -$457K – 134
2019
Q2 		$457K Sell
9,904
-3,070
-24% -$138K 0.07% 89
2019
Q1 		$580K Buy
12,974
+1,081
+9% +$47K 0.1% 59
2018
Q4 		$519K Buy
11,893
+5,677
+91% +$243K 0.11% 62
2018
Q3 		$281K Buy
+6,216
New +$278K 0.07% 81

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.56T 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 $530B 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

Foundations Investment Advisors's AOR Position: Q1 2026 in Review

Foundations Investment Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 10% in Q1 2026, buying an estimated $2.12M and bringing the position to 353,886 shares worth $22.8M. The position accounts for 0.28% of the portfolio, ranked #85.

Foundations Investment Advisors first reported a position in AOR in Q3 2018 and has held it in 15 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Foundations Investment Advisors held 353,886 shares of iShares Core 60/40 Balanced Allocation ETF worth $22.8M as of Q1 2026.
  • Foundations Investment Advisors bought 32,153 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $2.12M.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.28% of Foundations Investment Advisors's portfolio in Q1 2026, its #85 holding.
  • Foundations Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2018 and has held it in 15 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.