Kingswood Wealth Advisors LLC Has $644,000 Holdings in iShares Core 60/40 Balanced Allocation ETF $AOR

Posted by Donna Armstrong on Oct 10th, 2025

Kingswood Wealth Advisors LLC lessened its holdings in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 64.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,460 shares of the company’s stock after selling 19,058 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $644,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in AOR. Worth Asset Management LLC bought a new position in iShares Core 60/40 Balanced Allocation ETF during the second quarter worth about $23,462,000. Integrated Investment Consultants LLC bought a new position in iShares Core 60/40 Balanced Allocation ETF during the first quarter worth about $17,115,000. SouthState Corp grew its holdings in iShares Core 60/40 Balanced Allocation ETF by 3,337.7% during the first quarter. SouthState Corp now owns 13,407 shares of the company’s stock worth $772,000 after purchasing an additional 13,017 shares during the period. HFM Investment Advisors LLC bought a new position in iShares Core 60/40 Balanced Allocation ETF during the first quarter worth about $675,000. Finally, CX Institutional bought a new position in iShares Core 60/40 Balanced Allocation ETF during the first quarter worth about $463,000.

iShares Core 60/40 Balanced Allocation ETF Stock Performance

iShares Core 60/40 Balanced Allocation ETF stock opened at $64.43 on Friday. iShares Core 60/40 Balanced Allocation ETF has a 52 week low of $52.97 and a 52 week high of $64.72. The stock has a market capitalization of $2.83 billion, a P/E ratio of 19.83 and a beta of 0.61. The stock has a 50-day simple moving average of $63.29 and a 200 day simple moving average of $60.50.

iShares Core 60/40 Balanced Allocation ETF Profile

(Free Report)

iShares Growth Allocation ETF, formerly iShares S&P Growth Allocation Fund (the Fund), is an open-end management investment company. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Target Risk Growth Index (the Growth Allocation Index). The Growth Allocation Index seeks to measure the performance of an asset allocation strategy targeted to a growth-focused risk profile.