Ashton Thomas Private Wealth’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Ashton Thomas Private Wealth’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	$47.4K	Buy	681 +23	+3%	+$1.57K	﹤0.01%	1368
2026 Q1	$42.3K	Buy	+658	New	+$43.4K	﹤0.01%	1287
2019 Q4	–	Sell	-6,520	Closed	-$300K	–	227
2019 Q3	$300K	Sell	6,520 -34	-0.5%	-$1.55K	0.13%	151
2019 Q2	$302K	Buy	6,554 +794	+14%	+$35.8K	0.12%	141
2019 Q1	$257K	Buy	+5,760	New	+$250K	0.11%	152

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

Ashton Thomas Private Wealth's AOR Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 3.5% in Q2 2026, buying an estimated $1.57K and bringing the position to 681 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Ashton Thomas Private Wealth first reported a position in AOR in Q1 2019 and has held it in 5 quarters since. The position peaked at $302K in Q2 2019. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Ashton Thomas Private Wealth held 681 shares of iShares Core 60/40 Balanced Allocation ETF worth $47.4K as of Q2 2026.
Ashton Thomas Private Wealth bought 23 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.57K.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1368 holding.
Ashton Thomas Private Wealth first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2019 and has held it in 5 quarters since.
Ashton Thomas Private Wealth's iShares Core 60/40 Balanced Allocation ETF position peaked at $302K in Q2 2019.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.