Integrated Investment Consultants’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Integrated Investment Consultants’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	–	Sell	-384,902	Closed	-$464K	–	276
2025 Q3	$464K	Buy	384,902 +17,304	+5%	+$1.08M	0.08%	156
2025 Q2	$452K	Buy	367,598 +70,304	+24%	+$4.11M	0.09%	153
2025 Q1	$376K	Buy	+297,294	New	+$17.3M	0.07%	207
2018 Q2	–	Sell	-2,640	Closed	-$118K	–	197
2018 Q1	$118K	Buy	+2,640	New	+$119K	0.05%	293
2017 Q3	$119K	Hold	2,654	–	–	0.05%	254
2017 Q2	$116K	Hold	2,654	–	–	0.05%	256
2017 Q1	$113K	Buy	2,654 +1,118	+73%	+$46.6K	0.05%	260
2016 Q4	$62K	Hold	1,536	–	–	0.03%	350
2016 Q3	$62K	Buy	1,536 +661	+76%	+$26.9K	0.03%	363
2016 Q2	$35K	Buy	+875	New	+$34.7K	0.02%	427

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Integrated Investment Consultants's AOR Position: Q4 2025 in Review

Integrated Investment Consultants sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2025, closing a stake of 384,902 shares — an estimated $464K sold.

Integrated Investment Consultants first reported a position in AOR in Q2 2016 and held it in 10 quarters. The position peaked at $464K in Q3 2025. 427 funds tracked by Wall St. Rank hold AOR as of Q4 2025.

Integrated Investment Consultants reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2025 after selling out during the quarter.
Integrated Investment Consultants sold 384,902 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2025, an estimated $464K.
Integrated Investment Consultants first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2016 and held it in 10 quarters.
Integrated Investment Consultants's iShares Core 60/40 Balanced Allocation ETF position peaked at $464K in Q3 2025.
427 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2025.

Based on Integrated Investment Consultants's 13F filing for Q4 2025, filed 5 Feb 2026.