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

Ballast Rock 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 		$420K Buy
6,042
+23
+0.4% +$1.57K 0.19% 122
2026
Q1 		$387K Buy
6,019
+8
+0.1% +$527 0.21% 115
2025
Q4 		$391K Buy
+6,011
New +$390K 0.24% 114

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
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

Ballast Rock Private Wealth's AOR Position: Q2 2026 in Review

Ballast Rock Private Wealth increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.38% in Q2 2026, buying an estimated $1.57K and bringing the position to 6,042 shares worth $420K. The position accounts for 0.19% of the portfolio, ranked #122.

Ballast Rock Private Wealth first reported a position in AOR in Q4 2025 and has held it in 3 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Ballast Rock Private Wealth held 6,042 shares of iShares Core 60/40 Balanced Allocation ETF worth $420K as of Q2 2026.
  • Ballast Rock 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 0.19% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #122 holding.
  • Ballast Rock Private Wealth first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.