Advisory Services Network’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Advisory Services Network’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	$436K	Buy	6,272 +253	+4%	+$17.2K	﹤0.01%	1502
2026 Q1	$387K	Buy	6,019 +843	+16%	+$55.6K	0.01%	1426
2025 Q4	$336K	Buy	5,176 +1,272	+33%	+$82.5K	﹤0.01%	1410
2025 Q3	$251K	Buy	3,904 +237	+6%	+$14.8K	﹤0.01%	1564
2025 Q2	$225K	Buy	+3,667	New	+$214K	﹤0.01%	1585
2024 Q1	–	Sell	-2,645	Closed	-$141K	–	1544
2023 Q4	$141K	Buy	+2,645	New	+$134K	﹤0.01%	1451
2023 Q2	–	Sell	-2,332	Closed	-$117K	–	1531
2023 Q1	$117K	Buy	2,332 +241	+12%	+$11.9K	﹤0.01%	1572
2022 Q4	$98.6K	Buy	+2,091	New	+$98.4K	﹤0.01%	1630
2021 Q3	–	Sell	-307	Closed	-$17K	–	1474
2021 Q2	$17K	Buy	+307	New	+$17K	﹤0.01%	2562
2021 Q1	–	Sell	-612	Closed	-$32K	–	1363
2020 Q4	$32K	Hold	612	–	–	﹤0.01%	1898
2020 Q3	$30K	Buy	+612	New	+$29.5K	﹤0.01%	1851
2020 Q2	–	Sell	-542	Closed	-$22K	–	1130
2020 Q1	$22K	Hold	542	–	–	﹤0.01%	1802
2019 Q4	$26K	Buy	+542	New	+$25.4K	﹤0.01%	1870
2017 Q3	–	Sell	-157	Closed	-$7K	–	2333
2017 Q2	$7K	Hold	157	–	–	﹤0.01%	1664
2017 Q1	$7K	Buy	+157	New	+$6.54K	﹤0.01%	1580
2016 Q3	$6K	Hold	157	–	–	﹤0.01%	1445
2016 Q2	$6K	Sell	157 -121	-44%	-$4.79K	﹤0.01%	1345
2016 Q1	$11K	Buy	+278	New	+$10.5K	﹤0.01%	1036
2015 Q2	–	Sell	-2	Closed	–	–	1400
2015 Q1	$0	Hold	2	–	–	﹤0.01%	1285
2014 Q4	$0	Buy	+2	New	+$80	﹤0.01%	1210

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

Advisory Services Network's AOR Position: Q2 2026 in Review

Advisory Services Network increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4.2% in Q2 2026, buying an estimated $17.2K and bringing the position to 6,272 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Advisory Services Network first reported a position in AOR in Q4 2014 and has held it in 20 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Advisory Services Network held 6,272 shares of iShares Core 60/40 Balanced Allocation ETF worth $436K as of Q2 2026.
Advisory Services Network bought 253 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $17.2K.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1502 holding.
Advisory Services Network first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2014 and has held it in 20 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.