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Moss Adams Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Moss Adams Wealth 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 		$1.69M Buy
26,339
+3,530
+15% +$233K 0.12% 56
2025
Q4 		$1.48M Buy
22,809
+639
+3% +$41.5K 0.11% 58
2025
Q3 		$1.43M Buy
22,170
+5,717
+35% +$358K 0.11% 59
2025
Q2 		$1.01M Buy
16,453
+636
+4% +$37.1K 0.09% 76
2025
Q1 		$911K Buy
15,817
+4,661
+42% +$271K 0.1% 71
2024
Q4 		$639K Buy
11,156
+158
+1% +$9.25K 0.07% 87
2024
Q3 		$652K Buy
10,998
+277
+3% +$15.9K 0.07% 80
2024
Q2 		$604K Buy
10,721
+2
+0% +$111 0.08% 72
2024
Q1 		$597K Buy
10,719
+5,443
+103% +$294K 0.1% 65
2023
Q4 		$281K Buy
5,276
+852
+19% +$43K 0.06% 92
2023
Q3 		$219K Buy
+4,424
New +$225K 0.07% 91

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
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
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
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

Moss Adams Wealth Advisors's AOR Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 15% in Q1 2026, buying an estimated $233K and bringing the position to 26,339 shares worth $1.69M. The position accounts for 0.12% of the portfolio, ranked #56.

Moss Adams Wealth Advisors first reported a position in AOR in Q3 2023 and has held it in 11 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Moss Adams Wealth Advisors held 26,339 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.69M as of Q1 2026.
  • Moss Adams Wealth Advisors bought 3,530 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $233K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.12% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #56 holding.
  • Moss Adams Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2023 and has held it in 11 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.