Ransom Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$65K Buy
+1,000
New +$64.9K 0.03% 191
2025
Q1
Sell
-1,000
Closed -$57.3K 335
2024
Q4
$57.3K Buy
+1,000
New +$58.6K 0.03% 201

Other funds holding AOR

Ransom Advisory's AOR Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2025: 1,000 shares worth $65K. The stake represents 0.03% of the portfolio and ranks #191 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in AOR as recently as Q4 2024.

Ransom Advisory first reported a position in AOR in Q4 2024 and has held it in 2 quarters since. 427 funds tracked by Wall St. Rank hold AOR as of Q4 2025.

  • Ransom Advisory held 1,000 shares of iShares Core 60/40 Balanced Allocation ETF worth $65K as of Q4 2025.
  • iShares Core 60/40 Balanced Allocation ETF was a new Ransom Advisory position in Q4 2025.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.03% of Ransom Advisory's portfolio in Q4 2025, its #191 holding.
  • Ransom Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 2 quarters since.
  • 427 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.