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

B. Riley 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	$251K	Buy	3,622 +279	+8%	+$19K	0.01%	689
2026 Q1	$211K	Sell	3,343 -191	-5%	-$12.6K	0.01%	706
2025 Q4	$230K	Buy	3,534 +157	+5%	+$10.2K	0.01%	810
2025 Q3	$217K	Buy	+3,377	New	+$211K	0.01%	862

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

B. Riley Wealth Advisors's AOR Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 8.3% in Q2 2026, buying an estimated $19K and bringing the position to 3,622 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #689.

B. Riley Wealth Advisors first reported a position in AOR in Q3 2025 and has held it in 4 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

B. Riley Wealth Advisors held 3,622 shares of iShares Core 60/40 Balanced Allocation ETF worth $251K as of Q2 2026.
B. Riley Wealth Advisors bought 279 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $19K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #689 holding.
B. Riley Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2025 and has held it in 4 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.