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CarsonAllaria Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

CarsonAllaria Wealth Management’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 		$237K Sell
3,413
-4
-0.1% -$272 0.1% 64
2026
Q1 		$220K Buy
3,417
+128
+4% +$8.44K 0.11% 62
2025
Q4 		$214K Buy
3,289
+46
+1% +$2.98K 0.11% 66
2025
Q3 		$209K Buy
3,243
+260
+9% +$16.3K 0.11% 65
2025
Q2 		$184K Buy
2,983
+11
+0.4% +$642 0.1% 68
2025
Q1 		$171K Hold
2,972
– – 0.1% 76
2024
Q4 		$170K Sell
2,972
-17
-0.6% -$995 0.1% 72
2024
Q3 		$177K Buy
2,989
+19
+0.6% +$1.09K 0.1% 71
2024
Q2 		$167K Buy
2,970
+159
+6% +$8.79K 0.1% 71
2024
Q1 		$156K Buy
2,811
+27
+1% +$1.46K 0.1% 76
2023
Q4 		$148K Buy
2,784
+27
+1% +$1.36K 0.11% 75
2023
Q3 		$136K Buy
2,757
+20
+0.7% +$1.02K 0.11% 75
2023
Q2 		$141K Buy
2,737
+210
+8% +$10.6K 0.11% 80
2023
Q1 		$126K Hold
2,527
– – 0.11% 80
2022
Q4 		$119K Buy
2,527
+25
+1% +$1.18K 0.1% 80
2022
Q3 		$112K Buy
2,502
+18
+0.7% +$872 0.1% 87
2022
Q2 		$119K Buy
2,484
+7
+0.3% +$352 0.11% 85
2022
Q1 		$134K Buy
2,477
+19
+0.8% +$1.03K 0.12% 80
2021
Q4 		$140K Buy
+2,458
New +$139K 0.12% 82

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

CarsonAllaria Wealth Management's AOR Position: Q2 2026 in Review

CarsonAllaria Wealth Management reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.12% in Q2 2026, selling an estimated $272 and leaving 3,413 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #64.

CarsonAllaria Wealth Management first reported a position in AOR in Q4 2021 and has held it in 19 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • CarsonAllaria Wealth Management held 3,413 shares of iShares Core 60/40 Balanced Allocation ETF worth $237K as of Q2 2026.
  • CarsonAllaria Wealth Management sold 4 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $272.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.1% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #64 holding.
  • CarsonAllaria Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 19 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.