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MPS Loria Financial Planners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

MPS Loria Financial Planners’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 		$1.36M Buy
21,100
+2,248
+12% +$148K 0.36% 25
2025
Q4 		$1.23M Buy
18,852
+1,767
+10% +$115K 0.32% 26
2025
Q3 		$1.1M Buy
17,085
+1,994
+13% +$125K 0.29% 26
2025
Q2 		$929K Buy
15,091
+1,024
+7% +$59.8K 0.27% 26
2025
Q1 		$810K Buy
14,067
+6,052
+76% +$352K 0.24% 28
2024
Q4 		$459K Buy
8,015
+2,545
+47% +$149K 0.14% 43
2024
Q3 		$324K Buy
5,470
+1,237
+29% +$70.9K 0.1% 59
2024
Q2 		$238K Buy
+4,233
New +$234K 0.08% 73

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 $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

MPS Loria Financial Planners's AOR Position: Q1 2026 in Review

MPS Loria Financial Planners increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 12% in Q1 2026, buying an estimated $148K and bringing the position to 21,100 shares worth $1.36M. The position accounts for 0.36% of the portfolio, ranked #25.

MPS Loria Financial Planners first reported a position in AOR in Q2 2024 and has held it in 8 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • MPS Loria Financial Planners held 21,100 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.36M as of Q1 2026.
  • MPS Loria Financial Planners bought 2,248 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $148K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.36% of MPS Loria Financial Planners's portfolio in Q1 2026, its #25 holding.
  • MPS Loria Financial Planners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and has held it in 8 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.