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EverSource Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

EverSource Wealth Advisors’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 		$44.9K Sell
646
-3,196
-83% -$218K ﹤0.01% 1846
2026
Q1 		$247K Buy
3,842
+3,196
+495% +$211K 0.01% 934
2025
Q4 		$42K Hold
646
– – ﹤0.01% 1865
2025
Q3 		$41.6K Sell
646
-156
-19% -$9.76K ﹤0.01% 1835
2025
Q2 		$49.4K Hold
802
– – ﹤0.01% 1626
2025
Q1 		$46.2K Sell
802
-86
-10% -$5.01K ﹤0.01% 1274
2024
Q4 		$50.9K Buy
888
+876
+7,300% +$51.3K ﹤0.01% 1182
2024
Q3 		$711 Sell
12
-18
-60% -$1.03K ﹤0.01% 2788
2024
Q2 		$1.71K Buy
30
+12
+67% +$663 ﹤0.01% 2604
2024
Q1 		$968 Buy
+18
New +$971 ﹤0.01% 2592

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

EverSource Wealth Advisors's AOR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 83% in Q2 2026, selling an estimated $218K and leaving 646 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

EverSource Wealth Advisors first reported a position in AOR in Q1 2024 and has held it in 10 quarters since. The position peaked at $247K in Q1 2026. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • EverSource Wealth Advisors held 646 shares of iShares Core 60/40 Balanced Allocation ETF worth $44.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,196 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $218K.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1846 holding.
  • EverSource Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $247K in Q1 2026.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.