Center for Financial Planning’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Center for Financial Planning’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	$244K	Buy	3,511 +17	+0.5%	+$1.16K	0.02%	158
2026 Q1	$225K	Sell	3,494 -30	-0.9%	-$1.98K	0.02%	162
2025 Q4	$229K	Buy	3,524 +49	+1%	+$3.18K	0.02%	164
2025 Q3	$224K	Buy	3,475 +26	+0.8%	+$1.63K	0.02%	162
2025 Q2	$212K	Buy	3,449 +79	+2%	+$4.61K	0.02%	161
2025 Q1	$194K	Hold	3,370	–	–	0.02%	156
2024 Q4	$193K	Buy	3,370 +50	+2%	+$2.93K	0.03%	156
2024 Q3	$197K	Buy	3,320 +25	+0.8%	+$1.43K	0.03%	152
2024 Q2	$186K	Buy	+3,295	New	+$182K	0.03%	152

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

Center for Financial Planning's AOR Position: Q2 2026 in Review

Center for Financial Planning increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.49% in Q2 2026, buying an estimated $1.16K and bringing the position to 3,511 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #158.

Center for Financial Planning first reported a position in AOR in Q2 2024 and has held it in 9 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Center for Financial Planning held 3,511 shares of iShares Core 60/40 Balanced Allocation ETF worth $244K as of Q2 2026.
Center for Financial Planning bought 17 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.16K.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #158 holding.
Center for Financial Planning first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and has held it in 9 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.