CBIZ Investment Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

CBIZ Investment Advisory Services’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	$322	Hold	5	–	–	﹤0.01%	402
2026 Q1	$322	Hold	5	–	–	﹤0.01%	402
2025 Q4	$325	Buy	+5	New	+$324	﹤0.01%	754
2024 Q3	–	Sell	-4	Closed	-$225	–	405
2024 Q2	$225	Hold	4	–	–	﹤0.01%	393
2024 Q1	$223	Buy	+4	New	+$216	﹤0.01%	351

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CBIZ Investment Advisory Services's AOR Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 5 shares worth $322. The position accounts for ﹤0.01% of the portfolio, ranked #402.

CBIZ Investment Advisory Services first reported a position in AOR in Q1 2024 and has held it in 5 quarters since. The position peaked at $325 in Q4 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

CBIZ Investment Advisory Services held 5 shares of iShares Core 60/40 Balanced Allocation ETF worth $322 as of Q2 2026.
CBIZ Investment Advisory Services left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #402 holding.
CBIZ Investment Advisory Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2024 and has held it in 5 quarters since.
CBIZ Investment Advisory Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $325 in Q4 2025.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.