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BCWM LLC’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

BCWM LLC’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 		$239K Sell
3,438
-21
-0.6% -$1.43K 0.07% 56
2026
Q1 		$223K Sell
3,459
-100
-3% -$6.59K 0.06% 56
2025
Q4 		$231K Sell
3,559
-5
-0.1% -$324 0.07% 55
2025
Q3 		$229K Buy
+3,564
New +$223K 0.07% 53

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

BCWM LLC's AOR Position: Q2 2026 in Review

BCWM LLC reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.61% in Q2 2026, selling an estimated $1.43K and leaving 3,438 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #56.

BCWM LLC 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.

  • BCWM LLC held 3,438 shares of iShares Core 60/40 Balanced Allocation ETF worth $239K as of Q2 2026.
  • BCWM LLC sold 21 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.43K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.07% of BCWM LLC's portfolio in Q2 2026, its #56 holding.
  • BCWM LLC 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 BCWM LLC's 13F filing for Q2 2026, filed 14 Aug 2026.