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Westside Investment Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Westside Investment Management’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 		$1.41M Buy
21,840
+9,110
+72% +$601K 0.22% 107
2025
Q4 		$828K Buy
12,730
+3,365
+36% +$218K 0.13% 138
2025
Q3 		$603K Buy
9,365
+2,155
+30% +$135K 0.1% 166
2025
Q2 		$444K Buy
+7,210
New +$421K 0.08% 174

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Westside Investment Management's AOR Position: Q1 2026 in Review

Westside Investment Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 72% in Q1 2026, buying an estimated $601K and bringing the position to 21,840 shares worth $1.41M. The position accounts for 0.22% of the portfolio, ranked #107.

Westside Investment Management first reported a position in AOR in Q2 2025 and has held it in 4 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Westside Investment Management held 21,840 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.41M as of Q1 2026.
  • Westside Investment Management bought 9,110 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $601K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.22% of Westside Investment Management's portfolio in Q1 2026, its #107 holding.
  • Westside Investment Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2025 and has held it in 4 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.