OneDigital Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

OneDigital Investment 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	$1.4M	Buy	21,768 +6,875	+46%	+$453K	0.01%	578
2025 Q4	$968K	Buy	14,893 +399	+3%	+$25.9K	0.01%	691
2025 Q3	$933K	Buy	14,494 +3,048	+27%	+$191K	0.01%	677
2025 Q2	$705K	Buy	11,446 +4,266	+59%	+$249K	0.01%	767
2025 Q1	$413K	Buy	7,180 +1,677	+30%	+$97.6K	﹤0.01%	932
2024 Q4	$315K	Buy	+5,503	New	+$322K	﹤0.01%	1106
2021 Q2	–	Sell	-4,485	Closed	-$240K	–	745
2021 Q1	$240K	Hold	4,485	–	–	0.01%	561
2020 Q4	$237K	Buy	4,485 +13	+0.3%	+$654	0.01%	551
2020 Q3	$216K	Buy	4,472 +115	+3%	+$5.55K	0.01%	532
2020 Q2	$208K	Buy	+4,357	New	+$194K	0.02%	537
2020 Q1	–	Sell	-4,482	Closed	-$214K	–	572
2019 Q4	$214K	Buy	4,482 +27	+0.6%	+$1.26K	0.02%	498
2019 Q3	$205K	Buy	+4,455	New	+$203K	0.02%	486

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

OneDigital Investment Advisors's AOR Position: Q1 2026 in Review

OneDigital Investment Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 46% in Q1 2026, buying an estimated $453K and bringing the position to 21,768 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #578.

OneDigital Investment Advisors first reported a position in AOR in Q3 2019 and has held it in 12 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

OneDigital Investment Advisors held 21,768 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.4M as of Q1 2026.
OneDigital Investment Advisors bought 6,875 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $453K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #578 holding.
OneDigital Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2019 and has held it in 12 quarters since.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.