Vermillion & White Wealth Management Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Vermillion & White Wealth Management 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
2026 Q1	–	Sell	-297	Closed	-$19.3K	–	97
2025 Q4	$19.3K	Sell	297 -10	-3%	-$649	0.01%	258
2025 Q3	$19.8K	Hold	307	–	–	0.01%	259
2025 Q2	$18.9K	Hold	307	–	–	0.01%	239
2025 Q1	$17.7K	Hold	307	–	–	0.01%	201
2024 Q4	$17.6K	Hold	307	–	–	0.01%	202
2024 Q3	$18.2K	Hold	307	–	–	0.01%	187
2024 Q2	$17.3K	Hold	307	–	–	0.01%	191
2024 Q1	$17.1K	Buy	307 +1	+0.3%	+$54	0.01%	181
2023 Q4	$16.3K	Buy	+306	New	+$15.4K	0.02%	152

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

CWA

Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

Vermillion & White Wealth Management Group's AOR Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 297 shares — an estimated $19.3K sold.

Vermillion & White Wealth Management Group first reported a position in AOR in Q4 2023 and held it in 9 quarters. The position peaked at $19.8K in Q3 2025. 410 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 297 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $19.3K.
Vermillion & White Wealth Management Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $19.8K in Q3 2025.
410 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.