Darwin Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Darwin Wealth Management’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	$1.53K	Hold	22	–	–	﹤0.01%	547
2026 Q1	$1.42K	Hold	22	–	–	﹤0.01%	525
2025 Q4	$1.43K	Hold	22	–	–	﹤0.01%	544
2025 Q3	$1.42K	Hold	22	–	–	﹤0.01%	524
2025 Q2	$1.35K	Hold	22	–	–	﹤0.01%	517
2025 Q1	$1.26K	Hold	22	–	–	﹤0.01%	546
2024 Q4	$1.26K	Hold	22	–	–	﹤0.01%	546
2024 Q3	$1.3K	Buy	+22	New	+$1.26K	﹤0.01%	550
2020 Q2	–	Sell	-259	Closed	-$10K	–	189
2020 Q1	$10K	Buy	+259	New	+$11.9K	﹤0.01%	469

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

Darwin Wealth Management's AOR Position: Q2 2026 in Review

Darwin Wealth Management held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 22 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Darwin Wealth Management first reported a position in AOR in Q1 2020 and has held it in 9 quarters since. The position peaked at $10K in Q1 2020. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Darwin Wealth Management held 22 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.53K as of Q2 2026.
Darwin Wealth Management 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 Darwin Wealth Management's portfolio in Q2 2026, its #547 holding.
Darwin Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2020 and has held it in 9 quarters since.
Darwin Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $10K in Q1 2020.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.