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Jaffetilchin Investment Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Jaffetilchin Investment Partners’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 		$398K Buy
6,181
+190
+3% +$12.5K 0.02% 304
2025
Q4 		$389K Buy
+5,991
New +$389K 0.02% 306
2024
Q4 		– Sell
-1,059
Closed -$62.8K – 421
2024
Q3 		$62.8K Buy
+1,059
New +$60.7K ﹤0.01% 540

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 $6.37B AUM 23.22% 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 $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Jaffetilchin Investment Partners's AOR Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 3.2% in Q1 2026, buying an estimated $12.5K and bringing the position to 6,181 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #304.

Jaffetilchin Investment Partners first reported a position in AOR in Q3 2024 and has held it in 3 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Jaffetilchin Investment Partners held 6,181 shares of iShares Core 60/40 Balanced Allocation ETF worth $398K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 190 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $12.5K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #304 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2024 and has held it in 3 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.