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Siligmueller & Norvid Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Siligmueller & Norvid Wealth Advisors’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 		$566K Buy
+8,790
New +$550K 0.25% 72

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 $6.37B AUM 23.22% 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 $4.05B AUM 19.01% 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

Siligmueller & Norvid Wealth Advisors's AOR Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2025: 8,790 shares worth $566K. The stake represents 0.25% of the portfolio and ranks #72 among its holdings.

387 funds tracked by Wall St. Rank hold AOR as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 8,790 shares of iShares Core 60/40 Balanced Allocation ETF worth $566K as of Q3 2025.
  • iShares Core 60/40 Balanced Allocation ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.25% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #72 holding.
  • 387 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.