EWA
AOR icon

Elevate Wealth Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Elevate Wealth Advisory’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 		$361K Sell
5,198
-16
-0.3% -$1.09K 0.21% 61
2026
Q1 		$336K Sell
5,214
-39
-0.7% -$2.57K 0.21% 57
2025
Q4 		$341K Sell
5,253
-1,162
-18% -$75.4K 0.23% 54
2025
Q3 		$413K Buy
6,415
+15
+0.2% +$938 0.3% 49
2025
Q2 		$394K Buy
6,400
+64
+1% +$3.74K 0.28% 51
2025
Q1 		$365K Buy
6,336
+28
+0.4% +$1.63K 0.26% 55
2024
Q4 		$362K Sell
6,308
-50
-0.8% -$2.93K 0.27% 49
2024
Q3 		$377K Buy
6,358
+20
+0.3% +$1.15K 0.28% 46
2024
Q2 		$357K Sell
6,338
-80
-1% -$4.42K 0.29% 44
2024
Q1 		$357K Buy
6,418
+16
+0.2% +$863 0.31% 41
2023
Q4 		$341K Buy
+6,402
New +$323K 0.31% 43

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

Elevate Wealth Advisory's AOR Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.31% in Q2 2026, selling an estimated $1.09K and leaving 5,198 shares worth $361K. The position accounts for 0.21% of the portfolio, ranked #61.

Elevate Wealth Advisory first reported a position in AOR in Q4 2023 and has held it in 11 quarters since. The position peaked at $413K in Q3 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Elevate Wealth Advisory held 5,198 shares of iShares Core 60/40 Balanced Allocation ETF worth $361K as of Q2 2026.
  • Elevate Wealth Advisory sold 16 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.09K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.21% of Elevate Wealth Advisory's portfolio in Q2 2026, its #61 holding.
  • Elevate Wealth Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and has held it in 11 quarters since.
  • Elevate Wealth Advisory's iShares Core 60/40 Balanced Allocation ETF position peaked at $413K in Q3 2025.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.