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PDS Planning’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

PDS Planning’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 		$744K Hold
11,558
– – 0.05% 186
2025
Q4 		$751K Sell
11,558
-1,250
-10% -$81.1K 0.05% 184
2025
Q3 		$825K Sell
12,808
-1,323
-9% -$82.7K 0.06% 160
2025
Q2 		$870K Sell
14,131
-187
-1% -$10.9K 0.06% 146
2025
Q1 		$824K Sell
14,318
-757
-5% -$44.1K 0.07% 130
2024
Q4 		$864K Buy
15,075
+4
+0% +$234 0.08% 108
2024
Q3 		$893K Sell
15,071
-80
-0.5% -$4.59K 0.08% 112
2024
Q2 		$853K Sell
15,151
-1,421
-9% -$78.5K 0.09% 101
2024
Q1 		$923K Sell
16,572
-322
-2% -$17.4K 0.1% 88
2023
Q4 		$899K Sell
16,894
-3,151
-16% -$159K 0.1% 85
2023
Q3 		$990K Buy
20,045
+14
+0.1% +$713 0.13% 77
2023
Q2 		$1.03M Sell
20,031
-1,695
-8% -$85.3K 0.13% 75
2023
Q1 		$1.09M Sell
21,726
-5,450
-20% -$268K 0.15% 70
2022
Q4 		$1.28M Buy
+27,176
New +$1.28M 0.2% 53

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
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
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
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

PDS Planning's AOR Position: Q1 2026 in Review

PDS Planning held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2026 at 11,558 shares worth $744K. The position accounts for 0.05% of the portfolio, ranked #186.

PDS Planning first reported a position in AOR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.28M in Q4 2022. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • PDS Planning held 11,558 shares of iShares Core 60/40 Balanced Allocation ETF worth $744K as of Q1 2026.
  • PDS Planning left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.05% of PDS Planning's portfolio in Q1 2026, its #186 holding.
  • PDS Planning first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 14 quarters since.
  • PDS Planning's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.28M in Q4 2022.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.