First Heartland Consultants’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

First Heartland Consultants’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	$2.63M	Buy	37,900 +935	+3%	+$63.7K	0.17%	121
2026 Q1	$2.38M	Buy	36,965 +658	+2%	+$43.4K	0.18%	108
2025 Q4	$2.36M	Buy	36,307 +16,262	+81%	+$1.06M	0.18%	105
2025 Q3	$1.29M	Buy	20,045 +12,627	+170%	+$790K	0.1%	151
2025 Q2	$457K	Buy	7,418 +2,286	+45%	+$134K	0.04%	288
2025 Q1	$295K	Sell	5,132 -16	-0.3%	-$931	0.03%	347
2024 Q4	$295K	Buy	5,148 +441	+9%	+$25.8K	0.03%	350
2024 Q3	$279K	Buy	+4,707	New	+$270K	0.03%	354
2020 Q1	–	Sell	-46,172	Closed	-$2.21M	–	247
2019 Q4	$2.21M	Sell	46,172 -29,133	-39%	-$1.36M	0.43%	63
2019 Q3	$3.47M	Sell	75,305 -792	-1%	-$36.2K	0.74%	34
2019 Q2	$3.5M	Sell	76,097 -115	-0.2%	-$5.18K	0.84%	28
2019 Q1	$3.41M	Sell	76,212 -8,291	-10%	-$360K	0.95%	29
2018 Q4	$3.49M	Hold	84,503	–	–	1.3%	20
2018 Q3	$3.81M	Buy	84,503 +1,939	+2%	+$86.9K	1.19%	19
2018 Q2	$3.66M	Buy	82,564 +7,365	+10%	+$329K	1.29%	15
2018 Q1	$3.35M	Buy	75,199 +5,712	+8%	+$258K	1%	24
2017 Q4	$3.12M	Buy	69,487 +4,204	+6%	+$191K	0.94%	26
2017 Q3	$2.93M	Buy	65,283 +2,982	+5%	+$132K	0.71%	28
2017 Q2	$2.72M	Buy	62,301 +17,918	+40%	+$773K	0.7%	27
2017 Q1	$1.88M	Buy	44,383 +38,015	+597%	+$1.58M	0.52%	46
2016 Q4	$258K	Sell	6,368 -378	-6%	-$15.3K	0.08%	270
2016 Q3	$278K	Sell	6,746 -41,535	-86%	-$1.69M	0.08%	255
2016 Q2	$1.93K	Buy	+48,281	New	+$1.91M	0.21%	40

Other funds holding AOR

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

First Heartland Consultants's AOR Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 2.5% in Q2 2026, buying an estimated $63.7K and bringing the position to 37,900 shares worth $2.63M. The position accounts for 0.17% of the portfolio, ranked #121.

First Heartland Consultants first reported a position in AOR in Q2 2016 and has held it in 23 quarters since. The position peaked at $3.81M in Q3 2018. 78 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

First Heartland Consultants held 37,900 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.63M as of Q2 2026.
First Heartland Consultants bought 935 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $63.7K.
iShares Core 60/40 Balanced Allocation ETF made up 0.17% of First Heartland Consultants's portfolio in Q2 2026, its #121 holding.
First Heartland Consultants first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2016 and has held it in 23 quarters since.
First Heartland Consultants's iShares Core 60/40 Balanced Allocation ETF position peaked at $3.81M in Q3 2018.
78 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.