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

ARQ 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	$4.26M	Buy	+62,159	New	+$4.23M	0.53%	65
2021 Q3	–	Sell	-191,780	Closed	-$10.7M	–	51
2021 Q2	$10.7M	Buy	191,780 +9,892	+5%	+$546K	6.88%	4
2021 Q1	$9.74M	Buy	181,888 +2,650	+1%	+$141K	6.3%	5
2020 Q4	$9.36M	Buy	179,238 +23,570	+15%	+$1.19M	5.88%	6
2020 Q3	$7.54M	Buy	155,668 +2,496	+2%	+$120K	7.26%	4
2020 Q2	$7.11M	Buy	153,172 +167	+0.1%	+$7.42K	6.91%	4
2020 Q1	$6.33M	Buy	+153,005	New	+$7.02M	7.2%	3

Other funds holding AOR

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

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

ARQ Wealth Advisors opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 62,159 shares worth $4.26M. The stake represents 0.53% of the portfolio and ranks #65 among its holdings. This is a return to the name: ARQ Wealth Advisors previously reported a position in AOR as recently as Q2 2021.

ARQ Wealth Advisors first reported a position in AOR in Q1 2020 and has held it in 7 quarters since. The position peaked at $10.7M in Q2 2021. 211 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

ARQ Wealth Advisors held 62,159 shares of iShares Core 60/40 Balanced Allocation ETF worth $4.26M as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new ARQ Wealth Advisors position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.53% of ARQ Wealth Advisors's portfolio in Q2 2026, its #65 holding.
ARQ Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2020 and has held it in 7 quarters since.
ARQ Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $10.7M in Q2 2021.
211 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.