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

Diversify 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 		$807K Sell
11,837
-1,507
-11% -$103K 0.01% 709
2026
Q1 		$894K Buy
+13,344
New +$880K 0.02% 631

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

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

Diversify Wealth Management reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 11% in Q2 2026, selling an estimated $103K and leaving 11,837 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #709.

Diversify Wealth Management first reported a position in AOR in Q1 2026 and has held it in 2 quarters since. The position peaked at $894K in Q1 2026. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Diversify Wealth Management held 11,837 shares of iShares Core 60/40 Balanced Allocation ETF worth $807K as of Q2 2026.
  • Diversify Wealth Management sold 1,507 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $103K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #709 holding.
  • Diversify Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $894K in Q1 2026.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

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