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Sensible Money’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Sensible Money’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
Q3 		– Sell
-4,100
Closed -$252K – 89
2025
Q2 		$252K Hold
4,100
– – 0.1% 70
2025
Q1 		$236K Hold
4,100
– – 0.1% 71
2024
Q4 		$235K Hold
4,100
– – 0.1% 74
2024
Q3 		$243K Hold
4,100
– – 0.11% 70
2024
Q2 		$231K Hold
4,100
– – 0.11% 69
2024
Q1 		$228K Hold
4,100
– – 0.12% 70
2023
Q4 		$218K Hold
4,100
– – 0.13% 70
2023
Q3 		$203K Hold
4,100
– – 0.14% 68
2023
Q2 		$211K Hold
4,100
– – 0.15% 70
2023
Q1 		$205K Buy
+4,100
New +$202K 0.18% 68

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Sensible Money's AOR Position: Q3 2025 in Review

Sensible Money sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2025, closing a stake of 4,100 shares — an estimated $252K sold.

Sensible Money first reported a position in AOR in Q1 2023 and held it in 10 quarters. The position peaked at $252K in Q2 2025. 387 funds tracked by Wall St. Rank hold AOR as of Q3 2025.

  • Sensible Money reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Sensible Money sold 4,100 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2025, an estimated $252K.
  • Sensible Money first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2023 and held it in 10 quarters.
  • Sensible Money's iShares Core 60/40 Balanced Allocation ETF position peaked at $252K in Q2 2025.
  • 387 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2025.

Based on Sensible Money's 13F filing for Q3 2025, filed 13 Nov 2025.