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

Box Hill 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 Q3	$349K	Sell	5,087 -147	-3%	-$10.2K	0.25%	52
2026 Q2	$364K	Sell	5,234 -685	-12%	-$46.6K	0.29%	50
2026 Q1	$381K	Buy	+5,919	New	+$390K	0.38%	39

Other funds holding AOR

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Box Hill Private Wealth's AOR Position: Q3 2026 in Review

Box Hill Private Wealth reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 2.8% in Q3 2026, selling an estimated $10.2K and leaving 5,087 shares worth $349K. The position accounts for 0.25% of the portfolio, ranked #52.

Box Hill Private Wealth first reported a position in AOR in Q1 2026 and has held it in 3 quarters since. The position peaked at $381K in Q1 2026. 6 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Box Hill Private Wealth held 5,087 shares of iShares Core 60/40 Balanced Allocation ETF worth $349K as of Q3 2026.
Box Hill Private Wealth sold 147 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $10.2K.
iShares Core 60/40 Balanced Allocation ETF made up 0.25% of Box Hill Private Wealth's portfolio in Q3 2026, its #52 holding.
Box Hill Private Wealth first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2026 and has held it in 3 quarters since.
Box Hill Private Wealth's iShares Core 60/40 Balanced Allocation ETF position peaked at $381K in Q1 2026.
6 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.