Aquire Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Aquire Wealth 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 Q2	$344K	Buy	4,944 +101	+2%	+$6.88K	0.08%	39
2026 Q1	$312K	Buy	4,843 +136	+3%	+$8.96K	0.08%	41
2025 Q4	$306K	Buy	4,707 +118	+3%	+$7.66K	0.08%	39
2025 Q3	$295K	Sell	4,589 -64	-1%	-$4K	0.07%	42
2025 Q2	$286K	Sell	4,653 -172	-4%	-$10K	0.08%	40
2025 Q1	$278K	Buy	4,825 +154	+3%	+$8.96K	0.09%	42
2024 Q4	$268K	Buy	4,671 +248	+6%	+$14.5K	0.08%	39
2024 Q3	$262K	Buy	4,423 +174	+4%	+$9.98K	0.08%	40
2024 Q2	$239K	Buy	4,249 +231	+6%	+$12.8K	0.08%	38
2024 Q1	$224K	Buy	4,018 +129	+3%	+$6.96K	0.08%	43
2023 Q4	$207K	Buy	+3,889	New	+$196K	0.08%	38
2022 Q1	–	Sell	-2,670	Closed	-$152K	–	52
2021 Q4	$152K	Buy	+2,670	New	+$151K	0.08%	45

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

Aquire Wealth Advisors's AOR Position: Q2 2026 in Review

Aquire Wealth Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 2.1% in Q2 2026, buying an estimated $6.88K and bringing the position to 4,944 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #39.

Aquire Wealth Advisors first reported a position in AOR in Q4 2021 and has held it in 12 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Aquire Wealth Advisors held 4,944 shares of iShares Core 60/40 Balanced Allocation ETF worth $344K as of Q2 2026.
Aquire Wealth Advisors bought 101 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $6.88K.
iShares Core 60/40 Balanced Allocation ETF made up 0.08% of Aquire Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Aquire Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 12 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.