Lodestar Private Asset Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Lodestar Private Asset Management’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	$8.13M	Buy	126,300 +17,110	+16%	+$1.13M	0.8%	37
2025 Q4	$7.1M	Buy	109,190 +8,127	+8%	+$527K	0.71%	40
2025 Q3	$6.51M	Buy	101,063 +12,163	+14%	+$761K	0.68%	42
2025 Q2	$5.47M	Buy	88,900 +12,614	+17%	+$737K	0.63%	43
2025 Q1	$4.39M	Buy	76,286 +5,554	+8%	+$323K	0.55%	45
2024 Q4	$4.05M	Buy	70,732 +1,885	+3%	+$110K	0.51%	47
2024 Q3	$4.08M	Buy	68,847 +750	+1%	+$43K	0.52%	46
2024 Q2	$3.84M	Buy	68,097 +1,998	+3%	+$110K	0.53%	46
2024 Q1	$3.68M	Buy	66,099 +2,922	+5%	+$158K	0.53%	49
2023 Q4	$3.36M	Buy	63,177 +7,210	+13%	+$364K	0.52%	49
2023 Q3	$2.77M	Buy	55,967 +4,620	+9%	+$235K	0.47%	53
2023 Q2	$2.64M	Buy	51,347 +970	+2%	+$48.8K	0.44%	55
2023 Q1	$2.52M	Buy	50,377 +5,605	+13%	+$276K	0.45%	55
2022 Q4	$2.11M	Buy	+44,772	New	+$2.11M	0.4%	56

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

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

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

Lodestar Private Asset Management's AOR Position: Q1 2026 in Review

Lodestar Private Asset Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 16% in Q1 2026, buying an estimated $1.13M and bringing the position to 126,300 shares worth $8.13M. The position accounts for 0.8% of the portfolio, ranked #37.

Lodestar Private Asset Management first reported a position in AOR in Q4 2022 and has held it in 14 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Lodestar Private Asset Management held 126,300 shares of iShares Core 60/40 Balanced Allocation ETF worth $8.13M as of Q1 2026.
Lodestar Private Asset Management bought 17,110 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $1.13M.
iShares Core 60/40 Balanced Allocation ETF made up 0.8% of Lodestar Private Asset Management's portfolio in Q1 2026, its #37 holding.
Lodestar Private Asset Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 14 quarters since.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.