1 North Wealth Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

1 North Wealth Services’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 Q2	$22.6K	Buy	+325	New	+$22.1K	0.01%	131

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

1 North Wealth Services's AOR Position: Q2 2026 in Review

1 North Wealth Services opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 325 shares worth $22.6K. The stake represents 0.01% of the portfolio and ranks #131 among its holdings.

452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

1 North Wealth Services held 325 shares of iShares Core 60/40 Balanced Allocation ETF worth $22.6K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new 1 North Wealth Services position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #131 holding.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.