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

Crusonia 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	$287K	Sell	4,130 -517	-11%	-$35.2K	0.05%	199
2026 Q1	$299K	Sell	4,647 -1,733	-27%	-$114K	0.06%	159
2025 Q4	$415K	Buy	+6,380	New	+$414K	0.09%	122

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 $343M AUM 29.82% 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

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

Crusonia Wealth Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 11% in Q2 2026, selling an estimated $35.2K and leaving 4,130 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #199.

Crusonia Wealth Advisors first reported a position in AOR in Q4 2025 and has held it in 3 quarters since. The position peaked at $415K in Q4 2025. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Crusonia Wealth Advisors held 4,130 shares of iShares Core 60/40 Balanced Allocation ETF worth $287K as of Q2 2026.
Crusonia Wealth Advisors sold 517 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $35.2K.
iShares Core 60/40 Balanced Allocation ETF made up 0.05% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #199 holding.
Crusonia Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 3 quarters since.
Crusonia Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $415K in Q4 2025.
453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.