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Patten & Patten’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Patten & Patten’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
-3,570
Closed -$230K – 342
2025
Q3 		$230K Sell
3,570
-434
-11% -$27.1K 0.01% 320
2025
Q2 		$247K Buy
+4,004
New +$234K 0.02% 289

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

Patten & Patten's AOR Position: Q4 2025 in Review

Patten & Patten sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2025, closing a stake of 3,570 shares — an estimated $230K sold.

Patten & Patten first reported a position in AOR in Q2 2025 and held it in 2 quarters. The position peaked at $247K in Q2 2025. 427 funds tracked by Wall St. Rank hold AOR as of Q4 2025.

  • Patten & Patten reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Patten & Patten sold 3,570 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2025, an estimated $230K.
  • Patten & Patten first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2025 and held it in 2 quarters.
  • Patten & Patten's iShares Core 60/40 Balanced Allocation ETF position peaked at $247K in Q2 2025.
  • 427 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2025.

Based on Patten & Patten's 13F filing for Q4 2025, filed 3 Feb 2026.