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

HFM 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 		$726K Sell
11,278
-757
-6% -$49.9K 0.28% 14
2025
Q4 		$782K Buy
12,035
+59
+0.5% +$3.83K 0.31% 13
2025
Q3 		$771K Sell
11,976
-22
-0.2% -$1.38K 0.31% 12
2025
Q2 		$739K Buy
11,998
+278
+2% +$16.2K 0.32% 13
2025
Q1 		$675K Buy
+11,720
New +$682K 0.33% 10

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

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

HFM Investment Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 6.3% in Q1 2026, selling an estimated $49.9K and leaving 11,278 shares worth $726K. The position accounts for 0.28% of the portfolio, ranked #14.

HFM Investment Advisors first reported a position in AOR in Q1 2025 and has held it in 5 quarters since. The position peaked at $782K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • HFM Investment Advisors held 11,278 shares of iShares Core 60/40 Balanced Allocation ETF worth $726K as of Q1 2026.
  • HFM Investment Advisors sold 757 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $49.9K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.28% of HFM Investment Advisors's portfolio in Q1 2026, its #14 holding.
  • HFM Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $782K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.