HFA
AOR icon

High Falls Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

High Falls 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
2025
Q4 		$812K Sell
12,495
-1,781
-12% -$116K 0.16% 51
2025
Q3 		$919K Sell
14,276
-826
-5% -$51.7K 0.19% 48
2025
Q2 		$930K Sell
15,102
-2,082
-12% -$122K 0.21% 45
2025
Q1 		$989K Sell
17,184
-447
-3% -$26K 0.23% 38
2024
Q4 		$1.01M Buy
17,631
+290
+2% +$17K 0.23% 37
2024
Q3 		$1.03M Sell
17,341
-274
-2% -$15.7K 0.24% 36
2024
Q2 		$992K Buy
17,615
+2,041
+13% +$113K 0.24% 38
2024
Q1 		$867K Buy
15,574
+819
+6% +$44.2K 0.22% 43
2023
Q4 		$785K Buy
14,755
+874
+6% +$44.1K 0.21% 39
2023
Q3 		$686K Sell
13,881
-438
-3% -$22.3K 0.21% 38
2023
Q2 		$737K Buy
14,319
+251
+2% +$12.6K 0.21% 37
2023
Q1 		$704K Buy
14,068
+393
+3% +$19.3K 0.21% 40
2022
Q4 		$645K Buy
13,675
+614
+5% +$28.9K 0.2% 46
2022
Q3 		$585K Buy
13,061
+687
+6% +$33.3K 0.19% 51
2022
Q2 		$594K Buy
12,374
+3
+0% +$151 0.18% 55
2022
Q1 		$668K Buy
12,371
+971
+9% +$52.9K 0.18% 50
2021
Q4 		$651K Buy
11,400
+437
+4% +$24.8K 0.17% 56
2021
Q3 		$608K Buy
10,963
+63
+0.6% +$3.55K 0.17% 64
2021
Q2 		$610K Buy
10,900
+5,691
+109% +$314K 0.16% 65
2021
Q1 		$279K Buy
+5,209
New +$277K 0.08% 97

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

High Falls Advisors's AOR Position: Q4 2025 in Review

High Falls Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 12% in Q4 2025, selling an estimated $116K and leaving 12,495 shares worth $812K. The position accounts for 0.16% of the portfolio, ranked #51.

High Falls Advisors first reported a position in AOR in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.03M in Q3 2024. 427 funds tracked by Wall St. Rank hold AOR as of Q4 2025.

  • High Falls Advisors held 12,495 shares of iShares Core 60/40 Balanced Allocation ETF worth $812K as of Q4 2025.
  • High Falls Advisors sold 1,781 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2025, an estimated $116K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.16% of High Falls Advisors's portfolio in Q4 2025, its #51 holding.
  • High Falls Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2021 and has held it in 20 quarters since.
  • High Falls Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.03M in Q3 2024.
  • 427 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.