Bellwether Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bellwether 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	$425K	Buy	6,115 +1,275	+26%	+$86.8K	0.06%	132
2026 Q1	$311K	Buy	4,840 +138	+3%	+$9.1K	0.05%	131
2025 Q4	$306K	Sell	4,702 -191	-4%	-$12.4K	0.05%	110
2025 Q3	$315K	Buy	4,893 +280	+6%	+$17.5K	0.05%	114
2025 Q2	$284K	Buy	4,613 +262	+6%	+$15.3K	0.05%	105
2025 Q1	$250K	Sell	4,351 -620	-12%	-$36.1K	0.05%	109
2024 Q4	$285K	Buy	4,971 +1,004	+25%	+$58.8K	0.05%	112
2024 Q3	$235K	Buy	3,967 +295	+8%	+$16.9K	0.05%	110
2024 Q2	$207K	Buy	+3,672	New	+$203K	0.04%	114
2023 Q2	–	Sell	-1,912	Closed	-$95.7K	–	107
2023 Q1	$95.7K	Sell	1,912 -3,924	-67%	-$193K	0.03%	159
2022 Q4	$275K	Buy	5,836 +354	+6%	+$16.7K	0.08%	108
2022 Q3	$245K	Buy	5,482 +509	+10%	+$24.7K	0.08%	96
2022 Q2	$238K	Buy	4,973 +4,020	+422%	+$202K	0.08%	107
2022 Q1	$51K	Buy	953 +366	+62%	+$19.9K	0.02%	195
2021 Q4	$33K	Buy	587 +123	+27%	+$6.98K	0.01%	229
2021 Q3	$25K	Buy	464 +228	+97%	+$12.9K	0.01%	230
2021 Q2	$13K	Buy	+236	New	+$13K	﹤0.01%	246

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

Bellwether Advisors's AOR Position: Q2 2026 in Review

Bellwether Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 26% in Q2 2026, buying an estimated $86.8K and bringing the position to 6,115 shares worth $425K. The position accounts for 0.06% of the portfolio, ranked #132.

Bellwether Advisors first reported a position in AOR in Q2 2021 and has held it in 17 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Bellwether Advisors held 6,115 shares of iShares Core 60/40 Balanced Allocation ETF worth $425K as of Q2 2026.
Bellwether Advisors bought 1,275 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $86.8K.
iShares Core 60/40 Balanced Allocation ETF made up 0.06% of Bellwether Advisors's portfolio in Q2 2026, its #132 holding.
Bellwether Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2021 and has held it in 17 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.