AWM
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Abound Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Abound Wealth 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
Q2 		$21.1K Sell
303
-39
-11% -$2.66K ﹤0.01% 360
2026
Q1 		$22K Buy
+342
New +$22.5K 0.01% 380

Other funds holding AOR

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FHC
Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Abound Wealth Management's AOR Position: Q2 2026 in Review

Abound Wealth Management reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 11% in Q2 2026, selling an estimated $2.66K and leaving 303 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Abound Wealth Management first reported a position in AOR in Q1 2026 and has held it in 2 quarters since. The position peaked at $22K in Q1 2026. 78 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Abound Wealth Management held 303 shares of iShares Core 60/40 Balanced Allocation ETF worth $21.1K as of Q2 2026.
  • Abound Wealth Management sold 39 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $2.66K.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #360 holding.
  • Abound Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • Abound Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $22K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.