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McKinley Carter Wealth Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

McKinley Carter Wealth Services’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 		– Sell
-3,851
Closed -$221K – 303
2024
Q4 		$221K Sell
3,851
-11,234
-74% -$658K 0.01% 278
2024
Q3 		$894K Buy
15,085
+436
+3% +$25K 0.05% 169
2024
Q2 		$825K Sell
14,649
-512
-3% -$28.3K 0.05% 170
2024
Q1 		$844K Sell
15,161
-539
-3% -$29.1K 0.06% 165
2023
Q4 		$835K Buy
15,700
+1,197
+8% +$60.4K 0.06% 158
2023
Q3 		$717K Buy
14,503
+1,252
+9% +$63.8K 0.06% 169
2023
Q2 		$682K Sell
13,251
-94
-0.7% -$4.73K 0.05% 180
2023
Q1 		$668K Sell
13,345
-1,657
-11% -$81.5K 0.05% 180
2022
Q4 		$708K Sell
15,002
-314
-2% -$14.8K 0.06% 172
2022
Q3 		$686K Sell
15,316
-1,291
-8% -$62.5K 0.06% 158
2022
Q2 		$797K Buy
16,607
+232
+1% +$11.7K 0.07% 152
2022
Q1 		$884K Sell
16,375
-1,507
-8% -$82K 0.07% 154
2021
Q4 		$1.02M Sell
17,882
-532
-3% -$30.2K 0.08% 143
2021
Q3 		$1.02M Buy
18,414
+1,039
+6% +$58.6K 0.08% 140
2021
Q2 		$973K Buy
17,375
+706
+4% +$39K 0.08% 145
2021
Q1 		$893K Buy
+16,669
New +$887K 0.08% 150

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McKinley Carter Wealth Services's AOR Position: Q1 2025 in Review

McKinley Carter Wealth Services sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2025, closing a stake of 3,851 shares — an estimated $221K sold.

McKinley Carter Wealth Services first reported a position in AOR in Q1 2021 and held it in 16 quarters. The position peaked at $1.02M in Q4 2021. 351 funds tracked by Wall St. Rank hold AOR as of Q1 2025.

  • McKinley Carter Wealth Services reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 3,851 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2025, an estimated $221K.
  • McKinley Carter Wealth Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2021 and held it in 16 quarters.
  • McKinley Carter Wealth Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.02M in Q4 2021.
  • 351 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2025, filed 15 Apr 2025.