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

Kovitz Investment Group 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
2025 Q4	–	Sell	-293,944	Closed	-$18.9M	–	508
2025 Q3	$18.9M	Sell	293,944 -3,909	-1%	-$244K	0.07%	221
2025 Q2	$18.3M	Sell	297,853 -4,147	-1%	-$242K	0.08%	209
2025 Q1	$17.4M	Sell	302,000 -8,923	-3%	-$519K	0.09%	192
2024 Q4	$17.8M	Sell	310,923 -697	-0.2%	-$40.8K	0.09%	191
2024 Q3	$1.18M	Buy	311,620 +5,803	+2%	+$333K	0.01%	592
2024 Q2	$17.2M	Buy	+305,817	New	+$16.9M	0.15%	110

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

Kovitz Investment Group Partners's AOR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2025, closing a stake of 293,944 shares — an estimated $18.9M sold.

Kovitz Investment Group Partners first reported a position in AOR in Q2 2024 and held it in 6 quarters. The position peaked at $18.9M in Q3 2025. 427 funds tracked by Wall St. Rank hold AOR as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 293,944 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2025, an estimated $18.9M.
Kovitz Investment Group Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and held it in 6 quarters.
Kovitz Investment Group Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $18.9M in Q3 2025.
427 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.