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Carolinas Wealth Consulting’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-1,162
Closed -$66.9K – 50
2025
Q1 		$66.9K Hold
1,162
– – 0.01% 311
2024
Q4 		$66.6K Sell
1,162
-49
-4% -$2.87K 0.01% 314
2024
Q3 		$71.7K Buy
1,211
+9
+0.7% +$516 0.01% 314
2024
Q2 		$67.7K Sell
1,202
-8
-0.7% -$442 0.01% 326
2024
Q1 		$67.4K Sell
1,210
-181
-13% -$9.76K 0.01% 334
2023
Q4 		$74K Buy
1,391
+13
+0.9% +$656 0.02% 281
2023
Q3 		$66.3K Buy
1,378
+15
+1% +$764 0.02% 280
2023
Q2 		$70.1K Buy
1,363
+2
+0.1% +$101 0.01% 310
2023
Q1 		$68.1K Hold
1,361
– – 0.01% 317
2022
Q4 		$64.2K Sell
1,361
-33
-2% -$1.55K 0.01% 319
2022
Q3 		$62K Buy
1,394
+49
+4% +$2.37K 0.02% 299
2022
Q2 		$65K Sell
1,345
-710
-35% -$35.7K 0.02% 300
2022
Q1 		$111K Buy
2,055
+36
+2% +$1.96K 0.02% 245
2021
Q4 		$115K Buy
2,019
+189
+10% +$10.7K 0.03% 244
2021
Q3 		$101K Buy
1,830
+10
+0.5% +$564 0.02% 242
2021
Q2 		$102K Sell
1,820
-966
-35% -$53.4K 0.02% 255
2021
Q1 		$149K Sell
2,786
-90
-3% -$4.79K 0.04% 205
2020
Q4 		$150K Sell
2,876
-1,851
-39% -$93.1K 0.04% 177
2020
Q3 		$229K Buy
4,727
+108
+2% +$5.21K 0.08% 118
2020
Q2 		$214K Buy
4,619
+238
+5% +$10.6K 0.08% 103
2020
Q1 		$182K Buy
+4,381
New +$201K 0.1% 99

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Carolinas Wealth Consulting's AOR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2025, closing a stake of 1,162 shares — an estimated $66.9K sold.

Carolinas Wealth Consulting first reported a position in AOR in Q1 2020 and held it in 21 quarters. The position peaked at $229K in Q3 2020. 366 funds tracked by Wall St. Rank hold AOR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,162 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2025, an estimated $66.9K.
  • Carolinas Wealth Consulting first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's iShares Core 60/40 Balanced Allocation ETF position peaked at $229K in Q3 2020.
  • 366 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.