Moneta Group Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Moneta Group Investment Advisors’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	$1.21M	Buy	18,845 +1,355	+8%	+$89.3K	0.01%	338
2025 Q4	$1.14M	Sell	17,490 -169	-1%	-$11K	0.01%	340
2025 Q3	$1.14M	Buy	17,659 +1,789	+11%	+$112K	0.01%	333
2025 Q2	$977K	Hold	15,870	–	–	0.01%	312
2025 Q1	$914K	Buy	15,870 +1,500	+10%	+$87.3K	0.01%	302
2024 Q4	$824K	Buy	14,370 +3,843	+37%	+$225K	0.01%	305
2024 Q3	$624K	Hold	10,527	–	–	0.01%	362
2024 Q2	$593K	Hold	10,527	–	–	0.01%	350
2024 Q1	$586K	Buy	+10,527	New	+$568K	0.01%	345

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

Moneta Group Investment Advisors's AOR Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 7.7% in Q1 2026, buying an estimated $89.3K and bringing the position to 18,845 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #338.

Moneta Group Investment Advisors first reported a position in AOR in Q1 2024 and has held it in 9 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Moneta Group Investment Advisors held 18,845 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.21M as of Q1 2026.
Moneta Group Investment Advisors bought 1,355 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $89.3K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #338 holding.
Moneta Group Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2024 and has held it in 9 quarters since.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.