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MassMutual Private Wealth & Trust’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-84
Closed -$5.46K – 2395
2025
Q4 		$5.46K Buy
+84
New +$5.45K ﹤0.01% 1646

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $337M AUM 37.76% 1-Year Est. Return

MassMutual Private Wealth & Trust's AOR Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 84 shares — an estimated $5.46K sold.

MassMutual Private Wealth & Trust first reported a position in AOR in Q4 2025 and held it in 1 quarter. The position peaked at $5.46K in Q4 2025. 410 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • MassMutual Private Wealth & Trust reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 84 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $5.46K.
  • MassMutual Private Wealth & Trust first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's iShares Core 60/40 Balanced Allocation ETF position peaked at $5.46K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.