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

FAS 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	$2.55M	Buy	36,722 +2,345	+7%	+$160K	0.13%	128
2026 Q1	$2.21M	Sell	34,377 -15,500	-31%	-$1.02M	0.14%	127
2025 Q4	$3.24M	Sell	49,877 -3,097	-6%	-$201K	0.21%	98
2025 Q3	$3.41M	Buy	+52,974	New	+$3.31M	0.23%	89

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

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

FAS Wealth Partners increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 6.8% in Q2 2026, buying an estimated $160K and bringing the position to 36,722 shares worth $2.55M. The position accounts for 0.13% of the portfolio, ranked #128.

FAS Wealth Partners first reported a position in AOR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.41M in Q3 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

FAS Wealth Partners held 36,722 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.55M as of Q2 2026.
FAS Wealth Partners bought 2,345 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $160K.
iShares Core 60/40 Balanced Allocation ETF made up 0.13% of FAS Wealth Partners's portfolio in Q2 2026, its #128 holding.
FAS Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2025 and has held it in 4 quarters since.
FAS Wealth Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $3.41M in Q3 2025.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.