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WhitTier Trust Company’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

WhitTier Trust Company’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
Q1 		– Sell
-564
Closed -$32.3K – 1421
2024
Q4 		$32.3K Hold
564
– – ﹤0.01% 841
2024
Q3 		$33.4K Buy
+564
New +$32.3K ﹤0.01% 834

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MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WhitTier Trust Company's AOR Position: Q1 2025 in Review

WhitTier Trust Company sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2025, closing a stake of 564 shares — an estimated $32.3K sold.

WhitTier Trust Company first reported a position in AOR in Q3 2024 and held it in 2 quarters. The position peaked at $33.4K in Q3 2024. 351 funds tracked by Wall St. Rank hold AOR as of Q1 2025.

  • WhitTier Trust Company reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 564 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2025, an estimated $32.3K.
  • WhitTier Trust Company first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2024 and held it in 2 quarters.
  • WhitTier Trust Company's iShares Core 60/40 Balanced Allocation ETF position peaked at $33.4K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2025.

Based on WhitTier Trust Company's 13F filing for Q1 2025, filed 2 May 2025.