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

Brighton Jones 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 		$313K Sell
4,508
-173
-4% -$11.8K 0.01% 1035
2026
Q1 		$301K Buy
+4,681
New +$309K 0.01% 931
2025
Q4 		– Sell
-4,553
Closed -$293K – 106
2025
Q3 		$293K Buy
4,553
+114
+3% +$7.13K 0.01% 820
2025
Q2 		$273K Sell
4,439
-17
-0.4% -$993 0.01% 766
2025
Q1 		$257K Hold
4,456
– – 0.01% 581
2024
Q4 		$255K Buy
4,456
+410
+10% +$24K 0.01% 574
2024
Q3 		$240K Buy
4,046
+13
+0.3% +$745 0.01% 486
2024
Q2 		$227K Buy
4,033
+6
+0.1% +$332 0.01% 542
2024
Q1 		$224K Sell
4,027
-4,598
-53% -$248K 0.01% 543
2023
Q4 		$459K Buy
8,625
+4,376
+103% +$221K 0.02% 344
2023
Q3 		$210K Sell
4,249
-85
-2% -$4.33K 0.01% 492
2023
Q2 		$223K Sell
4,334
-365
-8% -$18.4K 0.01% 476
2023
Q1 		$235K Buy
+4,699
New +$231K 0.01% 432
2022
Q2 		– Sell
-6,230
Closed -$336K – 477
2022
Q1 		$336K Buy
6,230
+261
+4% +$14.2K 0.02% 343
2021
Q4 		$341K Buy
5,969
+123
+2% +$6.98K 0.02% 342
2021
Q3 		$324K Buy
+5,846
New +$330K 0.02% 350

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

Brighton Jones LLC's AOR Position: Q2 2026 in Review

Brighton Jones LLC reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 3.7% in Q2 2026, selling an estimated $11.8K and leaving 4,508 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #1035.

Brighton Jones LLC first reported a position in AOR in Q3 2021 and has held it in 16 quarters since. The position peaked at $459K in Q4 2023. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Brighton Jones LLC held 4,508 shares of iShares Core 60/40 Balanced Allocation ETF worth $313K as of Q2 2026.
  • Brighton Jones LLC sold 173 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $11.8K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1035 holding.
  • Brighton Jones LLC first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2021 and has held it in 16 quarters since.
  • Brighton Jones LLC's iShares Core 60/40 Balanced Allocation ETF position peaked at $459K in Q4 2023.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.