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Navalign LLC’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Navalign LLC’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 		– Sell
-18
Closed -$1.17K – 149
2025
Q4 		$1.17K Buy
+18
New +$1.17K ﹤0.01% 446

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
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 $6.37B AUM 23.22% 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

Navalign LLC's AOR Position: Q1 2026 in Review

Navalign LLC sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 18 shares — an estimated $1.17K sold.

Navalign LLC first reported a position in AOR in Q4 2025 and held it in 1 quarter. The position peaked at $1.17K in Q4 2025. 409 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Navalign LLC reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 18 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $1.17K.
  • Navalign LLC first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and held it in 1 quarter.
  • Navalign LLC's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.17K in Q4 2025.
  • 409 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.