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Eddie Patel Inc’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Eddie Patel Inc’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 		$814K Buy
+11,709
New +$797K 0.49% 61
2026
Q1 		– Sell
-14,911
Closed -$969K – 97
2025
Q4 		$969K Buy
+14,911
New +$968K 0.72% 40

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

Eddie Patel Inc's AOR Position: Q2 2026 in Review

Eddie Patel Inc opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 11,709 shares worth $814K. The stake represents 0.49% of the portfolio and ranks #61 among its holdings. This is a return to the name: Eddie Patel Inc previously reported a position in AOR as recently as Q4 2025.

Eddie Patel Inc first reported a position in AOR in Q4 2025 and has held it in 2 quarters since. The position peaked at $969K in Q4 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Eddie Patel Inc held 11,709 shares of iShares Core 60/40 Balanced Allocation ETF worth $814K as of Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF was a new Eddie Patel Inc position in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.49% of Eddie Patel Inc's portfolio in Q2 2026, its #61 holding.
  • Eddie Patel Inc first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • Eddie Patel Inc's iShares Core 60/40 Balanced Allocation ETF position peaked at $969K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Eddie Patel Inc's 13F filing for Q2 2026, filed 11 Aug 2026.