Vantage Financial Partners (Wisconsin)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$302K	Buy	4,641 +299	+7%	+$19.4K	0.06%	163
2025 Q3	$280K	Sell	4,342 -36	-0.8%	-$2.25K	0.06%	170
2025 Q2	$270K	Buy	4,378 +377	+9%	+$22K	0.06%	166
2025 Q1	$230K	Sell	4,001 -51	-1%	-$2.97K	0.06%	168
2024 Q4	$232K	Buy	4,052 +36	+0.9%	+$2.11K	0.06%	156
2024 Q3	$238K	Buy	4,016 +230	+6%	+$13.2K	0.06%	162
2024 Q2	$213K	Buy	+3,786	New	+$209K	0.06%	138

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s AOR Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 6.9% in Q4 2025, buying an estimated $19.4K and bringing the position to 4,641 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #163.

Vantage Financial Partners (Wisconsin) first reported a position in AOR in Q2 2024 and has held it in 7 quarters since. 427 funds tracked by Wall St. Rank hold AOR as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 4,641 shares of iShares Core 60/40 Balanced Allocation ETF worth $302K as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 299 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2025, an estimated $19.4K.
iShares Core 60/40 Balanced Allocation ETF made up 0.06% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #163 holding.
Vantage Financial Partners (Wisconsin) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and has held it in 7 quarters since.
427 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.