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

FSA 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 Q3	$22.7K	Buy	477 +3	+0.6%	+$188	0.01%	239
2025 Q2	$21.8K	Buy	474 +2	+0.4%	+$117	0.01%	233
2025 Q1	$20.7K	Buy	472 +163	+53%	+$9.49K	0.01%	221
2024 Q4	$17.7K	Buy	309 +5	+2%	+$293	0.01%	244
2024 Q3	$18K	Buy	+304	New	+$17.4K	0.01%	252
2024 Q1	$16.8K	Buy	302 +3	+1%	+$162	0.01%	268
2023 Q4	$16K	Buy	+299	New	+$15.1K	0.01%	257
2021 Q1	–	Sell	-276	Closed	-$14K	–	59
2020 Q4	$14K	Buy	+276	New	+$13.9K	0.01%	233
2020 Q3	–	Sell	-339	Closed	-$16K	–	75
2020 Q2	$16K	Buy	339 +1	+0.3%	+$44	0.01%	212
2020 Q1	$14K	Buy	338 +3	+0.9%	+$138	0.01%	207
2019 Q4	$16K	Buy	+335	New	+$15.7K	0.01%	248

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 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

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

MFIM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

CWA

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

FSA Wealth Management's AOR Position: Q3 2025 in Review

FSA Wealth Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.63% in Q3 2025, buying an estimated $188 and bringing the position to 477 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #239.

FSA Wealth Management first reported a position in AOR in Q4 2019 and has held it in 11 quarters since. 387 funds tracked by Wall St. Rank hold AOR as of Q3 2025.

FSA Wealth Management held 477 shares of iShares Core 60/40 Balanced Allocation ETF worth $22.7K as of Q3 2025.
FSA Wealth Management bought 3 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2025, an estimated $188.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #239 holding.
FSA Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 11 quarters since.
387 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.