Boston Standard Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Boston Standard Wealth Management’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	$408K	Buy	5,877 +70	+1%	+$4.77K	0.06%	42
2026 Q1	$376K	Sell	5,807 -475	-8%	-$31.3K	0.06%	42
2025 Q4	$408K	Sell	6,282 -423	-6%	-$27.4K	0.07%	36
2025 Q3	$432K	Sell	6,705 -555	-8%	-$34.7K	0.07%	34
2025 Q2	$447K	Buy	7,260 +543	+8%	+$31.7K	0.08%	34
2025 Q1	$378K	Sell	6,717 -537	-7%	-$31.3K	0.08%	35
2024 Q4	$416K	Buy	7,254 +491	+7%	+$28.8K	0.08%	34
2024 Q3	$401K	Buy	6,763 +46	+0.7%	+$2.64K	0.08%	34
2024 Q2	$378K	Sell	6,717 -263	-4%	-$14.5K	0.08%	35
2024 Q1	$389K	Buy	6,980 +1,364	+24%	+$73.6K	0.09%	34
2023 Q4	$277K	Hold	5,616	–	–	0.07%	37
2023 Q3	$277K	Buy	5,616 +114	+2%	+$5.8K	0.07%	37
2023 Q2	$283K	Buy	5,502 +232	+4%	+$11.7K	0.07%	37
2023 Q1	$264K	Sell	5,270 -24	-0.5%	-$1.18K	0.08%	35
2022 Q4	$250K	Sell	5,294 -50	-0.9%	-$2.35K	0.07%	36
2022 Q3	$239K	Buy	5,344 +58	+1%	+$2.81K	0.08%	34
2022 Q2	$255K	Buy	5,286 +5	+0.1%	+$252	0.08%	34
2022 Q1	$285K	Buy	5,281 +252	+5%	+$13.7K	0.08%	36
2021 Q4	$287K	Buy	5,029 +54	+1%	+$3.06K	0.08%	35
2021 Q3	$276K	Buy	4,975 +2	+0%	+$113	0.08%	36
2021 Q2	$278K	Sell	4,973 -240	-5%	-$13.3K	0.08%	35
2021 Q1	$279K	Sell	5,213 -101	-2%	-$5.37K	0.09%	34
2020 Q4	$277K	Sell	5,314 -395	-7%	-$19.9K	0.1%	32
2020 Q3	$277K	Sell	5,709 -788	-12%	-$38K	0.12%	32
2020 Q2	$301K	Sell	6,497 -245	-4%	-$10.9K	0.14%	29
2020 Q1	$273K	Buy	6,742 +933	+16%	+$42.8K	0.15%	28
2019 Q4	$278K	Buy	5,809 +184	+3%	+$8.62K	0.12%	31
2019 Q3	$259K	Buy	5,625 +1,017	+22%	+$46.4K	0.12%	29
2019 Q2	$211K	Sell	4,608 -177	-4%	-$7.97K	0.1%	33
2019 Q1	$215K	Buy	+4,785	New	+$208K	0.11%	32
2018 Q4	–	Sell	-4,934	Closed	-$221K	–	31
2018 Q3	$221K	Buy	+4,934	New	+$221K	0.12%	29
2018 Q1	$264K	Sell	5,932 -741	-11%	-$33.5K	0.17%	28
2017 Q4	$300K	Sell	6,673 -771	-10%	-$35K	0.19%	27
2017 Q3	$335K	Sell	7,444 -160	-2%	-$7.06K	0.22%	19
2017 Q2	$332K	Sell	7,604 -1,283	-14%	-$55.3K	0.23%	19
2017 Q1	$377K	Sell	8,887 -2,082	-19%	-$86.7K	0.29%	20
2016 Q4	$445K	Sell	10,969 -229	-2%	-$9.27K	0.35%	19
2016 Q3	$461K	Buy	11,198 +381	+4%	+$15.5K	0.37%	20
2016 Q2	$433K	Buy	10,817 +1,945	+22%	+$77K	0.38%	21
2016 Q1	$350K	Buy	+8,872	New	+$336K	0.32%	22
2015 Q4	–	Sell	-7,356	Closed	-$278K	–	21
2015 Q3	$278K	Buy	7,356 +375	+5%	+$14.8K	0.28%	23
2015 Q2	$232K	Buy	6,981 +414	+6%	+$17.1K	0.22%	24
2015 Q1	$272K	Buy	6,567 +425	+7%	+$17.2K	0.25%	24
2014 Q4	$244K	Buy	+6,142	New	+$244K	0.24%	24

Other funds holding AOR

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Boston Standard Wealth Management's AOR Position: Q2 2026 in Review

Boston Standard Wealth Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.2% in Q2 2026, buying an estimated $4.77K and bringing the position to 5,877 shares worth $408K. The position accounts for 0.06% of the portfolio, ranked #42.

Boston Standard Wealth Management first reported a position in AOR in Q4 2014 and has held it in 44 quarters since. The position peaked at $461K in Q3 2016. 211 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Boston Standard Wealth Management held 5,877 shares of iShares Core 60/40 Balanced Allocation ETF worth $408K as of Q2 2026.
Boston Standard Wealth Management bought 70 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $4.77K.
iShares Core 60/40 Balanced Allocation ETF made up 0.06% of Boston Standard Wealth Management's portfolio in Q2 2026, its #42 holding.
Boston Standard Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2014 and has held it in 44 quarters since.
Boston Standard Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $461K in Q3 2016.
211 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.