Motiv8 Investments’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Motiv8 Investments’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 Q4	$17K	Buy	+266	New	+$17.3K	0.01%	402

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Motiv8 Investments's AOR Position: Q4 2025 in Review

Motiv8 Investments opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2025: 266 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #402 among its holdings.

427 funds tracked by Wall St. Rank hold AOR as of Q4 2025.

Motiv8 Investments held 266 shares of iShares Core 60/40 Balanced Allocation ETF worth $17K as of Q4 2025.
iShares Core 60/40 Balanced Allocation ETF was a new Motiv8 Investments position in Q4 2025.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Motiv8 Investments's portfolio in Q4 2025, its #402 holding.
427 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.