DHJJ Financial Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

DHJJ Financial 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	$28.9K	Sell	416 -44	-10%	-$3K	0.01%	495
2026 Q1	$29.6K	Hold	460	–	–	0.01%	482
2025 Q4	$29.9K	Hold	460	–	–	0.01%	462
2025 Q3	$29.6K	Hold	460	–	–	0.01%	443
2025 Q2	$28.3K	Sell	460 -7	-1%	-$409	0.01%	429
2025 Q1	$26.9K	Sell	467 -113	-19%	-$6.58K	0.01%	400
2024 Q4	$33.2K	Sell	580 -15	-3%	-$878	0.01%	363
2024 Q3	$35.2K	Sell	595 -10	-2%	-$573	0.01%	354
2024 Q2	$34.1K	Hold	605	–	–	0.01%	319
2024 Q1	$33.7K	Sell	605 -135	-18%	-$7.28K	0.01%	312
2023 Q4	$39.4K	Sell	740 -32	-4%	-$1.61K	0.02%	284
2023 Q3	$38.1K	Buy	+772	New	+$39.3K	0.02%	275

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

DHJJ Financial Advisors's AOR Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 9.6% in Q2 2026, selling an estimated $3K and leaving 416 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #495.

DHJJ Financial Advisors first reported a position in AOR in Q3 2023 and has held it in 12 quarters since. The position peaked at $39.4K in Q4 2023. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

DHJJ Financial Advisors held 416 shares of iShares Core 60/40 Balanced Allocation ETF worth $28.9K as of Q2 2026.
DHJJ Financial Advisors sold 44 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $3K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #495 holding.
DHJJ Financial Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $39.4K in Q4 2023.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.