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Richmond Investment Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Richmond Investment 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
-5,379
Closed -$350K – 256
2025
Q4 		$350K Buy
+5,379
New +$349K 0.06% 171

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WAM
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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

Richmond Investment Services's AOR Position: Q1 2026 in Review

Richmond Investment Services sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 5,379 shares — an estimated $350K sold.

Richmond Investment Services first reported a position in AOR in Q4 2025 and held it in 1 quarter. The position peaked at $350K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Richmond Investment Services reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Richmond Investment Services sold 5,379 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $350K.
  • Richmond Investment Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and held it in 1 quarter.
  • Richmond Investment Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $350K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.