Lindbrook Capital’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Lindbrook Capital’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 Q1	$8.64K	Hold	150	–	–	﹤0.01%	1714
2024 Q4	$8.6K	Hold	150	–	–	﹤0.01%	1727
2024 Q3	$8.89K	Hold	150	–	–	﹤0.01%	1735
2024 Q2	$8.45K	Hold	150	–	–	﹤0.01%	1725
2024 Q1	$8.35K	Hold	150	–	–	﹤0.01%	1662
2023 Q4	$7.98K	Hold	150	–	–	﹤0.01%	1660
2023 Q3	$7.41K	Hold	150	–	–	﹤0.01%	1566
2023 Q2	$7.72K	Hold	150	–	–	﹤0.01%	1612
2023 Q1	$7.5K	Hold	150	–	–	﹤0.01%	1638
2022 Q4	$7.07K	Buy	+150	New	+$7.06K	﹤0.01%	1611

Other funds holding AOR

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lindbrook Capital's AOR Position: Q1 2025 in Review

Lindbrook Capital held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2025 at 150 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Lindbrook Capital first reported a position in AOR in Q4 2022 and has held it in 10 quarters since. The position peaked at $8.89K in Q3 2024. 352 funds tracked by Wall St. Rank hold AOR as of Q1 2025.

Lindbrook Capital held 150 shares of iShares Core 60/40 Balanced Allocation ETF worth $8.64K as of Q1 2025.
Lindbrook Capital left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2025.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1714 holding.
Lindbrook Capital first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 10 quarters since.
Lindbrook Capital's iShares Core 60/40 Balanced Allocation ETF position peaked at $8.89K in Q3 2024.
352 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.