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Prospera Financial Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Prospera Financial Services’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 		– Sell
-7,150
Closed -$465K – 1421
2025
Q4 		$465K Sell
7,150
-3,908
-35% -$254K 0.01% 950
2025
Q3 		$712K Buy
11,058
+108
+1% +$6.75K 0.01% 810
2025
Q2 		$674K Buy
10,950
+559
+5% +$32.6K 0.01% 803
2025
Q1 		$598K Buy
10,391
+50
+0.5% +$2.91K 0.01% 708
2024
Q4 		$593K Buy
10,341
+328
+3% +$19.2K 0.01% 689
2024
Q3 		$593K Buy
10,013
+196
+2% +$11.2K 0.02% 662
2024
Q2 		$553K Sell
9,817
-143
-1% -$7.9K 0.02% 676
2024
Q1 		$555K Hold
9,960
– – 0.02% 678
2023
Q4 		$530K Buy
9,960
+41
+0.4% +$2.07K 0.02% 641
2023
Q3 		$490K Sell
9,919
-31
-0.3% -$1.58K 0.02% 619
2023
Q2 		$512K Buy
9,950
+2,800
+39% +$141K 0.02% 605
2023
Q1 		$358K Hold
7,150
– – 0.01% 723
2022
Q4 		$337K Buy
7,150
+1,000
+16% +$47.1K 0.02% 658
2022
Q3 		$275K Buy
+6,150
New +$298K 0.01% 676
2022
Q2 		– Sell
-6,893
Closed -$372K – 1649
2022
Q1 		$372K Sell
6,893
-91
-1% -$4.96K 0.02% 681
2021
Q4 		$399K Buy
6,984
+7
+0.1% +$397 0.02% 631
2021
Q3 		$387K Sell
6,977
-502
-7% -$28.3K 0.02% 596
2021
Q2 		$419K Buy
7,479
+91
+1% +$5.03K 0.02% 574
2021
Q1 		$396K Buy
7,388
+735
+11% +$39.1K 0.02% 551
2020
Q4 		$347K Buy
6,653
+503
+8% +$25.3K 0.02% 494
2020
Q3 		$298K Hold
6,150
– – 0.11% 157
2020
Q2 		$285K Buy
+6,150
New +$273K 0.03% 456

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 $6.18B AUM 18.43% 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

Prospera Financial Services's AOR Position: Q1 2026 in Review

Prospera Financial Services sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 7,150 shares — an estimated $465K sold.

Prospera Financial Services first reported a position in AOR in Q2 2020 and held it in 22 quarters. The position peaked at $712K in Q3 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Prospera Financial Services reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Prospera Financial Services sold 7,150 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $465K.
  • Prospera Financial Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2020 and held it in 22 quarters.
  • Prospera Financial Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $712K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.