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BSW Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

BSW Wealth Partners’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 		$19.2M Buy
276,966
+25,313
+10% +$1.72M 2.14% 10
2026
Q1 		$16.2M Buy
251,653
+3,841
+2% +$253K 1.98% 10
2025
Q4 		$16.1M Buy
247,812
+12,149
+5% +$788K 1.93% 10
2025
Q3 		$15.2M Buy
235,663
+22,977
+11% +$1.44M 1.89% 11
2025
Q2 		$13.1M Buy
212,686
+43,045
+25% +$2.51M 1.79% 11
2025
Q1 		$9.77M Buy
169,641
+7,207
+4% +$419K 1.48% 12
2024
Q4 		$9.31M Sell
162,434
-432
-0.3% -$25.3K 1.37% 13
2024
Q3 		$9.65M Sell
162,866
-816
-0.5% -$46.8K 1.45% 13
2024
Q2 		$9.22M Buy
163,682
+28,970
+22% +$1.6M 1.51% 13
2024
Q1 		$7.5M Sell
134,712
-16,851
-11% -$909K 1.27% 15
2023
Q4 		$8.06M Buy
151,563
+21,723
+17% +$1.1M 1.6% 11
2023
Q3 		$6.42M Sell
129,840
-11,229
-8% -$572K 1.43% 11
2023
Q2 		$7.26M Buy
141,069
+11,701
+9% +$589K 1.51% 12
2023
Q1 		$6.47M Sell
129,368
-7,223
-5% -$355K 1.33% 14
2022
Q4 		$6.44M Buy
+136,591
New +$6.43M 1.38% 15

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

BSW Wealth Partners's AOR Position: Q2 2026 in Review

BSW Wealth Partners increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 10% in Q2 2026, buying an estimated $1.72M and bringing the position to 276,966 shares worth $19.2M. The position accounts for 2.14% of the portfolio, ranked #10.

BSW Wealth Partners first reported a position in AOR in Q4 2022 and has held it in 15 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • BSW Wealth Partners held 276,966 shares of iShares Core 60/40 Balanced Allocation ETF worth $19.2M as of Q2 2026.
  • BSW Wealth Partners bought 25,313 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.72M.
  • iShares Core 60/40 Balanced Allocation ETF made up 2.14% of BSW Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • BSW Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 15 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.