SAG
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SageView Advisory Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

SageView Advisory Group’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
2025
Q4 		$156K Buy
+2,392
New +$155K 0.01% 672
2024
Q4 		– Sell
-7,636
Closed -$452K – 591
2024
Q3 		$452K Sell
7,636
-3,926
-34% -$225K 0.02% 320
2024
Q2 		$651K Buy
+11,562
New +$639K 0.03% 294
2024
Q1 		– Sell
-13,103
Closed -$700K – 527
2023
Q4 		$700K Sell
13,103
-831
-6% -$42K 0.03% 325
2023
Q3 		$688K Sell
13,934
-34
-0.2% -$1.73K 0.04% 272
2023
Q2 		$719K Sell
13,968
-417
-3% -$21K 0.04% 280
2023
Q1 		$720K Sell
14,385
-1,477
-9% -$72.7K 0.05% 256
2022
Q4 		$748K Buy
+15,862
New +$746K 0.06% 190

Other funds holding AOR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return