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ORG Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

ORG Partners’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
Q1 		– Sell
-746
Closed -$42.9K – 1409
2024
Q4 		$42.9K Buy
746
+11
+1% +$644 0.01% 592
2024
Q3 		$43.7K Buy
735
+4
+0.5% +$229 0.01% 538
2024
Q2 		$41.2K Buy
+731
New +$40.4K 0.01% 853
2024
Q1 		– Sell
-449
Closed -$23.9K – 570
2023
Q4 		$23.9K Buy
+449
New +$22.7K ﹤0.01% 647
2023
Q3 		– Sell
-449
Closed -$23.1K – 1372
2023
Q2 		$23.1K Buy
+449
New +$22.6K ﹤0.01% 843

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ORG Partners's AOR Position: Q1 2025 in Review

ORG Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2025, closing a stake of 746 shares — an estimated $42.9K sold.

ORG Partners first reported a position in AOR in Q2 2023 and held it in 5 quarters. The position peaked at $43.7K in Q3 2024. 351 funds tracked by Wall St. Rank hold AOR as of Q1 2025.

  • ORG Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 746 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2025, an estimated $42.9K.
  • ORG Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2023 and held it in 5 quarters.
  • ORG Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $43.7K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.