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Israel Englander’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Israel Englander’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 		– Sell
-8,159
Closed -$502K – 5998
2025
Q2 		$502K Sell
8,159
-1,174
-13% -$68.6K ﹤0.01% 4909
2025
Q1 		$537K Buy
+9,333
New +$543K ﹤0.01% 4766

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

Israel Englander's AOR Position: Q3 2025 in Review

Israel Englander sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2025, closing a stake of 8,159 shares — an estimated $502K sold.

Israel Englander first reported a position in AOR in Q1 2025 and held it in 2 quarters. The position peaked at $537K in Q1 2025. 389 funds tracked by Wall St. Rank hold AOR as of Q3 2025.

  • Israel Englander reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Israel Englander sold 8,159 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2025, an estimated $502K.
  • Israel Englander first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2025 and held it in 2 quarters.
  • Israel Englander's iShares Core 60/40 Balanced Allocation ETF position peaked at $537K in Q1 2025.
  • 389 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2025.

Based on Millennium Management's 13F filing for Q3 2025, filed 14 Nov 2025.