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

Comprehensive 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 		$40.4K Buy
581
+3
+0.5% +$204 0.02% 193
2026
Q1 		$37.2K Hold
578
– – 0.03% 177
2025
Q4 		$37.6K Sell
578
-103
-15% -$6.68K 0.02% 175
2025
Q3 		$43.8K Buy
681
+5
+0.7% +$313 0.03% 170
2025
Q2 		$41.6K Buy
676
+4
+0.6% +$234 0.03% 161
2025
Q1 		$38.7K Sell
672
-4
-0.6% -$233 0.04% 147
2024
Q4 		$38.7K Buy
+676
New +$39.6K 0.03% 167

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

Comprehensive Financial Planning's AOR Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.52% in Q2 2026, buying an estimated $204 and bringing the position to 581 shares worth $40.4K. The position accounts for 0.02% of the portfolio, ranked #193.

Comprehensive Financial Planning first reported a position in AOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.8K in Q3 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Comprehensive Financial Planning held 581 shares of iShares Core 60/40 Balanced Allocation ETF worth $40.4K as of Q2 2026.
  • Comprehensive Financial Planning bought 3 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $204.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #193 holding.
  • Comprehensive Financial Planning first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's iShares Core 60/40 Balanced Allocation ETF position peaked at $43.8K in Q3 2025.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.