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Martin Worley Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Martin Worley Group’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
Q2 		$1.06M Sell
17,246
-895
-5% -$52.3K 0.52% 43
2025
Q1 		$1.04M Sell
18,141
-673
-4% -$39.2K 0.6% 40
2024
Q4 		$1.08M Buy
+18,814
New +$1.1M 0.67% 41

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

Martin Worley Group's AOR Position: Q2 2025 in Review

Martin Worley Group reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4.9% in Q2 2025, selling an estimated $52.3K and leaving 17,246 shares worth $1.06M. The position accounts for 0.52% of the portfolio, ranked #43.

Martin Worley Group first reported a position in AOR in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2024. 367 funds tracked by Wall St. Rank hold AOR as of Q2 2025.

  • Martin Worley Group held 17,246 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.06M as of Q2 2025.
  • Martin Worley Group sold 895 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2025, an estimated $52.3K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.52% of Martin Worley Group's portfolio in Q2 2025, its #43 holding.
  • Martin Worley Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 3 quarters since.
  • Martin Worley Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.08M in Q4 2024.
  • 367 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.