Oxinas Partners Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Oxinas Partners Wealth Management’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 Q3	–	Sell	-18,113	Closed	-$1.12M	–	123
2025 Q2	$1.12M	Buy	18,113 +46	+0.3%	+$2.69K	0.57%	45
2025 Q1	$1.04M	Sell	18,067 -26	-0.1%	-$1.51K	0.61%	46
2024 Q4	$1.04M	Sell	18,093 -3,065	-14%	-$179K	0.61%	43
2024 Q3	$1.25M	Buy	21,158 +320	+2%	+$18.3K	0.77%	39
2024 Q2	$1.17M	Sell	20,838 -193	-0.9%	-$10.7K	0.78%	39
2024 Q1	$1.17M	Buy	21,031 +4,850	+30%	+$262K	0.76%	37
2023 Q4	$861K	Sell	16,181 -460	-3%	-$23.2K	0.61%	41
2023 Q3	$822K	Sell	16,641 -451	-3%	-$23K	0.61%	42
2023 Q2	$879K	Buy	+17,092	New	+$860K	0.58%	45

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CWA

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

Oxinas Partners Wealth Management's AOR Position: Q3 2025 in Review

Oxinas Partners Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2025, closing a stake of 18,113 shares — an estimated $1.12M sold.

Oxinas Partners Wealth Management first reported a position in AOR in Q2 2023 and held it in 9 quarters. The position peaked at $1.25M in Q3 2024. 387 funds tracked by Wall St. Rank hold AOR as of Q3 2025.

Oxinas Partners Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2025 after selling out during the quarter.
Oxinas Partners Wealth Management sold 18,113 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2025, an estimated $1.12M.
Oxinas Partners Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2023 and held it in 9 quarters.
Oxinas Partners Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.25M in Q3 2024.
387 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2025.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.