Diversify Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Diversify Advisory Services’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	$807K	Buy	+11,837	New	+$806K	0.01%	709
2026 Q1	–	Sell	-10,167	Closed	-$672K	–	241
2025 Q4	$672K	Buy	10,167 +2,475	+32%	+$161K	0.02%	504
2025 Q3	$501K	Buy	7,692 +1,523	+25%	+$95.2K	0.02%	564
2025 Q2	$385K	Buy	+6,169	New	+$360K	0.01%	619

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

Diversify Advisory Services's AOR Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 11,837 shares worth $807K. The stake represents 0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in AOR as recently as Q4 2025.

Diversify Advisory Services first reported a position in AOR in Q2 2025 and has held it in 4 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Diversify Advisory Services held 11,837 shares of iShares Core 60/40 Balanced Allocation ETF worth $807K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Diversify Advisory Services position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #709 holding.
Diversify Advisory Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2025 and has held it in 4 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.