JWCA
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J.W. Cole Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

J.W. Cole 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 		– Sell
-19,525
Closed -$1.04M – 801
2025
Q4 		$1.04M Buy
19,525
+3,489
+22% +$226K 0.03% 619
2025
Q3 		$1.03M Buy
16,036
+4,408
+38% +$276K 0.02% 705
2025
Q2 		$716K Buy
11,628
+4,504
+63% +$263K 0.02% 794
2025
Q1 		$410K Buy
+7,124
New +$415K 0.01% 831
2020
Q4 		– Sell
-4,339
Closed -$210K – 642
2020
Q3 		$210K Buy
+4,339
New +$209K 0.02% 662
2020
Q1 		– Sell
-5,244
Closed -$251K – 124
2019
Q4 		$251K Buy
+5,244
New +$246K 0.03% 461

Other funds holding AOR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $1.47T 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 $501B 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