World Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

World Investment 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
2026 Q1	$688K	Sell	10,689 -1,353	-11%	-$89.2K	0.01%	850
2025 Q4	$783K	Buy	12,042 +3,998	+50%	+$259K	0.01%	767
2025 Q3	$518K	Sell	8,044 -1,105	-12%	-$69.1K	0.01%	771
2025 Q2	$563K	Sell	9,149 -91	-1%	-$5.32K	0.01%	693
2025 Q1	$532K	Sell	9,240 -1,126	-11%	-$65.5K	0.01%	682
2024 Q4	$594K	Buy	10,366 +1,455	+16%	+$85.2K	0.02%	619
2024 Q3	$528K	Buy	8,911 +4,634	+108%	+$266K	0.02%	584
2024 Q2	$241K	Hold	4,277	–	–	0.02%	546
2024 Q1	$238K	Hold	4,277	–	–	0.03%	348
2023 Q4	$227K	Buy	+4,277	New	+$216K	0.03%	344

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return

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

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

World Investment Advisors's AOR Position: Q1 2026 in Review

World Investment Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 11% in Q1 2026, selling an estimated $89.2K and leaving 10,689 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #850.

World Investment Advisors first reported a position in AOR in Q4 2023 and has held it in 10 quarters since. The position peaked at $783K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

World Investment Advisors held 10,689 shares of iShares Core 60/40 Balanced Allocation ETF worth $688K as of Q1 2026.
World Investment Advisors sold 1,353 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $89.2K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #850 holding.
World Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and has held it in 10 quarters since.
World Investment Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $783K in Q4 2025.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.