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Sagespring Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Sagespring Wealth Partners’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
-3,527
Closed -$229K – 794
2025
Q4 		$229K Buy
3,527
+11
+0.3% +$714 ﹤0.01% 714
2025
Q3 		$226K Buy
3,516
+1
+0% +$63 ﹤0.01% 694
2025
Q2 		$216K Sell
3,515
-2,311
-40% -$135K ﹤0.01% 671
2025
Q1 		$335K Sell
5,826
-672
-10% -$39.1K 0.01% 478
2024
Q4 		$372K Buy
+6,498
New +$380K 0.01% 415

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

Sagespring Wealth Partners's AOR Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 3,527 shares — an estimated $229K sold.

Sagespring Wealth Partners first reported a position in AOR in Q4 2024 and held it in 5 quarters. The position peaked at $372K in Q4 2024. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 3,527 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $229K.
  • Sagespring Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and held it in 5 quarters.
  • Sagespring Wealth Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $372K in Q4 2024.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.