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Beacon Financial Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Beacon Financial Advisory’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
Q1 		$707K Buy
10,983
+12
+0.1% +$791 0.16% 172
2025
Q4 		$713K Buy
10,971
+454
+4% +$29.5K 0.17% 162
2025
Q3 		$677K Buy
10,517
+118
+1% +$7.38K 0.16% 163
2025
Q2 		$640K Buy
10,399
+760
+8% +$44.4K 0.17% 160
2025
Q1 		$555K Buy
9,639
+128
+1% +$7.45K 0.17% 155
2024
Q4 		$545K Buy
9,511
+256
+3% +$15K 0.18% 152
2024
Q3 		$548K Buy
9,255
+106
+1% +$6.08K 0.19% 147
2024
Q2 		$515K Sell
9,149
-1,168
-11% -$64.6K 0.19% 143
2024
Q1 		$574K Buy
10,317
+553
+6% +$29.8K 0.28% 105
2023
Q4 		$519K Buy
9,764
+195
+2% +$9.84K 0.25% 115
2023
Q3 		$473K Hold
9,569
– – 0.26% 114
2023
Q2 		$492K Hold
9,569
– – 0.28% 114
2023
Q1 		$479K Hold
9,569
– – 0.3% 112
2022
Q4 		$451K Hold
9,569
– – 0.32% 106
2022
Q3 		$428K Sell
9,569
-525
-5% -$25.4K 0.31% 107
2022
Q2 		$485K Buy
10,094
+19
+0.2% +$956 0.28% 119
2022
Q1 		$544K Buy
10,075
+1,750
+21% +$95.3K 0.26% 118
2021
Q4 		$475K Buy
8,325
+65
+0.8% +$3.69K 0.22% 133
2021
Q3 		$458K Buy
8,260
+33
+0.4% +$1.86K 0.24% 130
2021
Q2 		$461K Buy
8,227
+617
+8% +$34.1K 0.25% 132
2021
Q1 		$408K Hold
7,610
– – 0.23% 132
2020
Q4 		$397K Buy
7,610
+64
+0.8% +$3.22K 0.26% 119
2020
Q3 		$365K Buy
7,546
+693
+10% +$33.4K 0.32% 112
2020
Q2 		$317K Buy
6,853
+28
+0.4% +$1.24K 0.34% 99
2020
Q1 		$282K Hold
6,825
– – 0.36% 97
2019
Q4 		$326K Buy
+6,825
New +$320K 0.28% 105

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $293M AUM 26.81% 1-Year Est. Return

Beacon Financial Advisory's AOR Position: Q1 2026 in Review

Beacon Financial Advisory increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.11% in Q1 2026, buying an estimated $791 and bringing the position to 10,983 shares worth $707K. The position accounts for 0.16% of the portfolio, ranked #172.

Beacon Financial Advisory first reported a position in AOR in Q4 2019 and has held it in 26 quarters since. The position peaked at $713K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Beacon Financial Advisory held 10,983 shares of iShares Core 60/40 Balanced Allocation ETF worth $707K as of Q1 2026.
  • Beacon Financial Advisory bought 12 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $791.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.16% of Beacon Financial Advisory's portfolio in Q1 2026, its #172 holding.
  • Beacon Financial Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's iShares Core 60/40 Balanced Allocation ETF position peaked at $713K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.