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

Octavia 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
2025
Q4 		– Sell
-3,819
Closed -$246K – 252
2025
Q3 		$246K Buy
+3,819
New +$239K 0.02% 222

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Octavia Wealth Advisors's AOR Position: Q4 2025 in Review

Octavia Wealth Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2025, closing a stake of 3,819 shares — an estimated $246K sold.

Octavia Wealth Advisors first reported a position in AOR in Q3 2025 and held it in 1 quarter. The position peaked at $246K in Q3 2025. 427 funds tracked by Wall St. Rank hold AOR as of Q4 2025.

  • Octavia Wealth Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Octavia Wealth Advisors sold 3,819 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2025, an estimated $246K.
  • Octavia Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2025 and held it in 1 quarter.
  • Octavia Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $246K in Q3 2025.
  • 427 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2025.

Based on Octavia Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.