Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Carson Wealth (CWM 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
Q1 		$608K Buy
9,441
+705
+8% +$46.5K ﹤0.01% 1876
2025
Q4 		$568K Buy
8,736
+2,508
+40% +$163K ﹤0.01% 1841
2025
Q3 		$401K Buy
6,228
+429
+7% +$26.8K ﹤0.01% 1923
2025
Q2 		$357K Buy
5,799
+127
+2% +$7.42K ﹤0.01% 1759
2025
Q1 		$327K Buy
5,672
+755
+15% +$43.9K ﹤0.01% 1626
2024
Q4 		$282K Buy
4,917
+3,193
+185% +$187K ﹤0.01% 1628
2024
Q3 		$102K Sell
1,724
-63
-4% -$3.61K ﹤0.01% 2184
2024
Q2 		$101K Sell
1,787
-213
-11% -$11.8K ﹤0.01% 1969
2024
Q1 		$111K Sell
2,000
-1,450
-42% -$78.2K ﹤0.01% 1815
2023
Q4 		$184K Buy
3,450
+2,645
+329% +$134K ﹤0.01% 1452
2023
Q3 		$40K Buy
805
+15
+2% +$764 ﹤0.01% 2196
2023
Q2 		$41K Sell
790
-788
-50% -$39.7K ﹤0.01% 2115
2023
Q1 		$79K Sell
1,578
-123
-7% -$6.05K ﹤0.01% 1609
2022
Q4 		$80K Sell
1,701
-2
-0.1% -$94 ﹤0.01% 1479
2022
Q3 		$76K Sell
1,703
-2,781
-62% -$135K ﹤0.01% 1461
2022
Q2 		$215K Buy
4,484
+3,719
+486% +$187K ﹤0.01% 1021
2022
Q1 		$41K Sell
765
-218
-22% -$11.9K ﹤0.01% 1685
2021
Q4 		$56K Buy
+983
New +$55.8K ﹤0.01% 1525
2021
Q2 		$51K Hold
908
– – ﹤0.01% 1390
2021
Q1 		$51K Hold
908
– – ﹤0.01% 1390
2020
Q4 		$51K Hold
908
– – ﹤0.01% 1390
2020
Q3 		$51K Hold
908
– – ﹤0.01% 1390
2020
Q2 		$51K Hold
908
– – ﹤0.01% 1390
2020
Q1 		$51K Hold
908
– – ﹤0.01% 1390
2019
Q4 		$51K Hold
908
– – ﹤0.01% 1390
2019
Q3 		$51K Hold
908
– – ﹤0.01% 1390
2019
Q2 		$51K Hold
908
– – ﹤0.01% 1390
2019
Q1 		$51K Sell
908
-13,326
-94% -$579K ﹤0.01% 1390
2018
Q4 		$588K Sell
14,234
-4,001
-22% -$171K 0.01% 430
2018
Q3 		$823K Buy
18,235
+14,509
+389% +$650K 0.02% 335
2018
Q2 		$165K Buy
3,726
+730
+24% +$32.6K 0.01% 451
2018
Q1 		$134K Hold
2,996
– – 0.01% 414
2017
Q4 		$135K Hold
2,996
– – 0.01% 389
2017
Q3 		$134K Hold
2,996
– – 0.01% 374
2017
Q2 		$131K Buy
2,996
+370
+14% +$16K 0.01% 356
2017
Q1 		$111K Hold
2,626
– – 0.01% 355
2016
Q4 		$107K Hold
2,626
– – 0.01% 340
2016
Q3 		$108K Buy
+2,626
New +$107K 0.01% 326

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AOR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 8.1% in Q1 2026, buying an estimated $46.5K and bringing the position to 9,441 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Carson Wealth (CWM LLC) first reported a position in AOR in Q3 2016 and has held it in 38 quarters since. The position peaked at $823K in Q3 2018. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,441 shares of iShares Core 60/40 Balanced Allocation ETF worth $608K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 705 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $46.5K.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1876 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2016 and has held it in 38 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Core 60/40 Balanced Allocation ETF position peaked at $823K in Q3 2018.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.