Centerline Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Centerline Wealth Advisors’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	$400K	Sell	5,749 -2,283	-28%	-$155K	0.13%	57
2026 Q1	$517K	Sell	8,032 -13,792	-63%	-$909K	0.19%	48
2025 Q4	$1.42M	Sell	21,824 -125,312	-85%	-$8.13M	0.51%	31
2025 Q3	$9.47M	Sell	147,136 -3,620	-2%	-$226K	4.12%	10
2025 Q2	$9.28M	Sell	150,756 -102,079	-40%	-$5.96M	4.56%	7
2025 Q1	$14.6M	Sell	252,835 -131	-0.1%	-$7.63K	8.68%	4
2024 Q4	$14.7M	Buy	+252,966	New	+$14.8M	8.6%	4

Other funds holding AOR

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Centerline Wealth Advisors's AOR Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 28% in Q2 2026, selling an estimated $155K and leaving 5,749 shares worth $400K. The position accounts for 0.13% of the portfolio, ranked #57.

Centerline Wealth Advisors first reported a position in AOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.7M in Q4 2024. 86 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Centerline Wealth Advisors held 5,749 shares of iShares Core 60/40 Balanced Allocation ETF worth $400K as of Q2 2026.
Centerline Wealth Advisors sold 2,283 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $155K.
iShares Core 60/40 Balanced Allocation ETF made up 0.13% of Centerline Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Centerline Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 7 quarters since.
Centerline Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $14.7M in Q4 2024.
86 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.