Hershey Financial Advisers’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Hershey Financial Advisers’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
2024 Q4	$1.03M	Buy	+17,887	New	+$1.05M	0.9%	44

Other funds holding AOR

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

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

Hershey Financial Advisers's AOR Position: Q4 2024 in Review

Hershey Financial Advisers opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2024: 17,887 shares worth $1.03M. The stake represents 0.9% of the portfolio and ranks #44 among its holdings.

357 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

Hershey Financial Advisers held 17,887 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.03M as of Q4 2024.
iShares Core 60/40 Balanced Allocation ETF was a new Hershey Financial Advisers position in Q4 2024.
iShares Core 60/40 Balanced Allocation ETF made up 0.9% of Hershey Financial Advisers's portfolio in Q4 2024, its #44 holding.
357 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on Hershey Financial Advisers's 13F filing for Q4 2024, filed 11 Feb 2025.