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

Mather 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
2026 Q1	$458K	Buy	+7,120	New	+$469K	﹤0.01%	517

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 $4.05B AUM 19.01% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Mather Group's AOR Position: Q1 2026 in Review

Mather Group opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026: 7,120 shares worth $458K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings.

407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Mather Group held 7,120 shares of iShares Core 60/40 Balanced Allocation ETF worth $458K as of Q1 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Mather Group position in Q1 2026.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #517 holding.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.