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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$345K Buy
4,962
+826
+20% +$56.3K 0.09% 134
2026
Q1 		$266K Sell
4,136
-705
-15% -$46.5K 0.08% 142
2025
Q4 		$315K Buy
4,841
+889
+22% +$57.7K 0.09% 132
2025
Q3 		$254K Buy
3,952
+1,233
+45% +$77.1K 0.08% 132
2025
Q2 		$167K Buy
2,719
+276
+11% +$16.1K 0.06% 153
2025
Q1 		$141K Buy
2,443
+1,128
+86% +$65.7K 0.05% 161
2024
Q4 		$75.4K Buy
1,315
+78
+6% +$4.57K 0.03% 211
2024
Q3 		$73.3K Sell
1,237
-348
-22% -$20K 0.04% 182
2024
Q2 		$89.3K Buy
1,585
+759
+92% +$42K 0.05% 160
2024
Q1 		$46K Buy
826
+84
+11% +$4.53K 0.03% 199
2023
Q4 		$39.5K Buy
742
+151
+26% +$7.62K 0.02% 201
2023
Q3 		$29.2K Buy
591
+3
+0.5% +$153 0.02% 187
2023
Q2 		$30.3K Buy
588
+386
+191% +$19.4K 0.02% 184
2023
Q1 		$10.1K Hold
202
– – 0.01% 217
2022
Q4 		$9.53K Buy
+202
New +$9.5K 0.01% 212

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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $189M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AOR Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 20% in Q2 2026, buying an estimated $56.3K and bringing the position to 4,962 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #134.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AOR in Q4 2022 and has held it in 15 quarters since. 295 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 4,962 shares of iShares Core 60/40 Balanced Allocation ETF worth $345K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 826 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $56.3K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.09% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #134 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 15 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.