Elevation Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Elevation Wealth Partners’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	$122K	Buy	1,748 +4	+0.2%	+$272	0.04%	172
2026 Q1	$112K	Buy	1,744 +366	+27%	+$24.1K	0.04%	162
2025 Q4	$89.6K	Buy	1,378 +12	+0.9%	+$779	0.03%	176
2025 Q3	$88K	Buy	1,366 +6	+0.4%	+$375	0.03%	188
2025 Q2	$83.7K	Buy	1,360 +530	+64%	+$31K	0.03%	189
2025 Q1	$47.8K	Buy	830 +1	+0.1%	+$58	0.02%	228
2024 Q4	$47.5K	Buy	829 +12	+1%	+$703	0.02%	235
2024 Q3	$48.4K	Buy	817 +6	+0.7%	+$344	0.02%	224
2024 Q2	$45.7K	Buy	811 +4	+0.5%	+$221	0.02%	220
2024 Q1	$45K	Buy	807 +169	+26%	+$9.11K	0.02%	229
2023 Q4	$31.5K	Hold	638	–	–	0.02%	240
2023 Q3	$31.5K	Sell	638 -140	-18%	-$7.13K	0.03%	177
2023 Q2	$40K	Buy	778 +3	+0.4%	+$151	0.03%	172
2023 Q1	$38.8K	Buy	+775	New	+$38.1K	0.04%	181

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

Elevation Wealth Partners's AOR Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.23% in Q2 2026, buying an estimated $272 and bringing the position to 1,748 shares worth $122K. The position accounts for 0.04% of the portfolio, ranked #172.

Elevation Wealth Partners first reported a position in AOR in Q1 2023 and has held it in 14 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Elevation Wealth Partners held 1,748 shares of iShares Core 60/40 Balanced Allocation ETF worth $122K as of Q2 2026.
Elevation Wealth Partners bought 4 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $272.
iShares Core 60/40 Balanced Allocation ETF made up 0.04% of Elevation Wealth Partners's portfolio in Q2 2026, its #172 holding.
Elevation Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2023 and has held it in 14 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.