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

Evermay 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	$101K	Buy	1,458 +1,160	+389%	+$79K	0.01%	267
2026 Q1	$19.2K	Sell	298 -216	-42%	-$14.2K	﹤0.01%	395
2025 Q4	$33.4K	Hold	514	–	–	﹤0.01%	347
2025 Q3	$33.1K	Hold	514	–	–	﹤0.01%	348
2025 Q2	$31.6K	Hold	514	–	–	﹤0.01%	350
2025 Q1	$29.6K	Hold	514	–	–	﹤0.01%	362
2024 Q4	$29.5K	Hold	514	–	–	﹤0.01%	356
2024 Q3	$30.4K	Hold	514	–	–	﹤0.01%	371
2024 Q2	$28.9K	Hold	514	–	–	﹤0.01%	384
2024 Q1	$28.6K	Hold	514	–	–	﹤0.01%	397
2023 Q4	$27.3K	Hold	514	–	–	0.01%	374
2023 Q3	$25.4K	Hold	514	–	–	0.01%	361
2023 Q2	$26.4K	Hold	514	–	–	0.01%	359
2023 Q1	$25.7K	Hold	514	–	–	0.01%	348
2022 Q4	$24.2K	Hold	514	–	–	﹤0.01%	354
2022 Q3	$23K	Hold	514	–	–	﹤0.01%	337
2022 Q2	$25K	Sell	514 -11,383	-96%	-$573K	﹤0.01%	328
2022 Q1	$642K	Buy	11,897 +11,724	+6,777%	+$638K	0.11%	90
2021 Q4	$10K	Buy	+173	New	+$9.81K	﹤0.01%	406

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

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

Evermay Wealth Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 389% in Q2 2026, buying an estimated $79K and bringing the position to 1,458 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #267.

Evermay Wealth Management first reported a position in AOR in Q4 2021 and has held it in 19 quarters since. The position peaked at $642K in Q1 2022. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Evermay Wealth Management held 1,458 shares of iShares Core 60/40 Balanced Allocation ETF worth $101K as of Q2 2026.
Evermay Wealth Management bought 1,160 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $79K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #267 holding.
Evermay Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 19 quarters since.
Evermay Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $642K in Q1 2022.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.